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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 | $58,241-2.9% | $81,780-30.8% | $80,911-30.1% |
| Participation rate | 69.0% | 63.4%+5.5pp | 72.4%-3.4pp | 67.6%+1.3pp |
| Annual return | 10.68% | 41.73%-31.0pp | 776.27%-765.6pp | 35.63%-24.9pp |
| Employer contribution / active EE | $1,727 | $2,343-26.3% | $2,914-40.7% | $2,756-37.3% |
| Participant deferral / active EE | $3,618 | $3,283+10.2% | $4,321-16.3% | $4,297-15.8% |
| Admin fee / account holder | $11,833 | $4,973+137.9% | $7,384+60.3% | $6,935+70.6% |