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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 | $57,503 | $50,554+13.7% | $67,681-15.0% | $87,485-34.3% |
| Participation rate | 46.6% | 67.7%-21.2pp | 73.7%-27.2pp | 68.9%-22.4pp |
| Annual return | 10.01% | 17.81%-7.8pp | 590.58%-580.6pp | 26.06%-16.0pp |
| Employer contribution / active EE | $1,353 | $1,988-32.0% | $2,678-49.5% | $2,596-47.9% |
| Participant deferral / active EE | $3,533 | $2,961+19.3% | $3,976-11.1% | $4,274-17.3% |
| Admin fee / account holder | $35,154 | $4,132+750.7% | $6,100+476.3% | $7,775+352.2% |