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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 | $47,479+20.5% | $62,929-9.1% | $82,448-30.6% |
| Participation rate | 55.6% | 66.9%-11.3pp | 73.1%-17.6pp | 68.1%-12.5pp |
| Annual return | 8.48% | 20.34%-11.9pp | 1063.93%-1055.5pp | 41.64%-33.2pp |
| Employer contribution / active EE | $1,352 | $1,885-28.3% | $2,505-46.0% | $2,551-47.0% |
| Participant deferral / active EE | $2,287 | $2,870-20.3% | $3,888-41.2% | $4,139-44.7% |
| Admin fee / account holder | $14,995 | $3,804+294.2% | $5,065+196.1% | $7,234+107.3% |