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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 | $48,011+48.0% | $63,803+11.4% | $82,637-14.0% |
| Participation rate | 55.0% | 66.6%-11.6pp | 72.7%-17.7pp | 68.1%-13.1pp |
| Annual return | 11.08% | 19.84%-8.8pp | 543.72%-532.6pp | 53.51%-42.4pp |
| Employer contribution / active EE | $1,293 | $1,904-32.1% | $2,532-49.0% | $2,552-49.4% |
| Participant deferral / active EE | $4,817 | $2,846+69.2% | $3,843+25.3% | $4,126+16.7% |
| Admin fee / account holder | $14,344 | $3,873+270.3% | $5,196+176.0% | $7,339+95.4% |