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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 | $57,197 | $50,554+13.1% | $67,681-15.5% | $87,485-34.6% |
| Participation rate | 55.6% | 67.7%-12.2pp | 73.7%-18.2pp | 68.9%-13.4pp |
| Annual return | 8.48% | 17.81%-9.3pp | 590.58%-582.1pp | 26.06%-17.6pp |
| Employer contribution / active EE | $1,352 | $1,988-32.0% | $2,678-49.5% | $2,596-47.9% |
| Participant deferral / active EE | $2,287 | $2,961-22.8% | $3,976-42.5% | $4,274-46.5% |
| Admin fee / account holder | $14,995 | $4,132+262.9% | $6,100+145.8% | $7,775+92.9% |