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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 | $47,479+21.1% | $62,929-8.6% | $82,448-30.3% |
| Participation rate | 46.6% | 66.9%-20.3pp | 73.1%-26.6pp | 68.1%-21.5pp |
| Annual return | 10.01% | 20.34%-10.3pp | 1063.93%-1053.9pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,353 | $1,885-28.2% | $2,505-46.0% | $2,551-47.0% |
| Participant deferral / active EE | $3,533 | $2,870+23.1% | $3,888-9.1% | $4,139-14.6% |
| Admin fee / account holder | $35,154 | $3,804+824.2% | $5,065+594.1% | $7,234+385.9% |