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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 | $51,362 | $23,330+120.2% | $64,489-20.4% | $82,448-37.7% |
| Participation rate | 64.2% | 68.3%-4.1pp | 67.7%-3.5pp | 68.1%-3.9pp |
| Annual return | 12.95% | 83.66%-70.7pp | 55.03%-42.1pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,611 | $824+95.4% | $1,523+5.8% | $2,551-36.9% |
| Participant deferral / active EE | $3,307 | $1,707+93.7% | $2,778+19.0% | $4,139-20.1% |
| Admin fee / account holder | $10,400 | $2,946+253.1% | $4,260+144.1% | $7,234+43.8% |