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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,579 | $49,976+1.2% | $66,674-24.1% | $82,637-38.8% |
| Participation rate | 43.2% | 63.1%-19.9pp | 73.7%-30.5pp | 68.1%-24.8pp |
| Annual return | 10.49% | 39.09%-28.6pp | 321.24%-310.8pp | 53.51%-43.0pp |
| Employer contribution / active EE | $1,919 | $1,988-3.5% | $2,620-26.8% | $2,552-24.8% |
| Participant deferral / active EE | $3,418 | $2,847+20.1% | $4,084-16.3% | $4,126-17.2% |
| Admin fee / account holder | $10,580 | $4,594+130.3% | $5,098+107.5% | $7,339+44.2% |