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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 | $75,446 | $51,642+46.1% | $129,384-41.7% | $80,935-6.8% |
| Participation rate | 61.8% | 56.9%+4.8pp | 69.6%-7.9pp | 67.7%-5.9pp |
| Annual return | 10.55% | 20.78%-10.2pp | 9461.77%-9451.2pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,048 | $1,583-33.8% | $4,153-74.8% | $2,757-62.0% |
| Participant deferral / active EE | $3,171 | $2,670+18.8% | $4,166-23.9% | $4,299-26.3% |
| Admin fee / account holder | $18,743 | $4,312+334.7% | $7,686+143.9% | $6,924+170.7% |