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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 | $71,049 | $47,479+49.6% | $62,929+12.9% | $82,448-13.8% |
| Participation rate | 55.0% | 66.9%-11.9pp | 73.1%-18.1pp | 68.1%-13.1pp |
| Annual return | 11.08% | 20.34%-9.3pp | 1063.93%-1052.8pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,293 | $1,885-31.4% | $2,505-48.4% | $2,551-49.3% |
| Participant deferral / active EE | $4,817 | $2,870+67.8% | $3,888+23.9% | $4,139+16.4% |
| Admin fee / account holder | $14,344 | $3,804+277.1% | $5,065+183.2% | $7,234+98.3% |