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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 | $67,965 | $51,631+31.6% | $129,397-47.5% | $80,925-16.0% |
| Participation rate | 51.6% | 56.9%-5.3pp | 69.6%-18.0pp | 67.7%-16.0pp |
| Annual return | 8.28% | 20.77%-12.5pp | 9453.98%-9445.7pp | 35.65%-27.4pp |
| Employer contribution / active EE | $984 | $1,583-37.9% | $4,154-76.3% | $2,756-64.3% |
| Participant deferral / active EE | $2,149 | $2,670-19.5% | $4,167-48.4% | $4,299-50.0% |
| Admin fee / account holder | $9,369 | $4,309+117.4% | $7,679+22.0% | $6,940+35.0% |