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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 | $56,553 | $58,311-3.0% | $81,882-30.9% | $80,959-30.1% |
| Participation rate | 69.0% | 63.5%+5.5pp | 72.4%-3.4pp | 67.7%+1.3pp |
| Annual return | 10.68% | 41.85%-31.2pp | 779.47%-768.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,727 | $2,347-26.4% | $2,916-40.8% | $2,757-37.4% |
| Participant deferral / active EE | $3,618 | $3,287+10.1% | $4,323-16.3% | $4,300-15.9% |
| Admin fee / account holder | $11,833 | $4,752+149.0% | $7,360+60.8% | $6,925+70.9% |