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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 | $52,773 | $51,606+2.3% | $129,339-59.2% | $80,911-34.8% |
| Participation rate | 36.0% | 57.0%-21.0pp | 69.6%-33.6pp | 67.6%-31.6pp |
| Annual return | 8.19% | 20.76%-12.6pp | 9437.05%-9428.9pp | 35.63%-27.4pp |
| Employer contribution / active EE | $1,030 | $1,582-34.9% | $4,154-75.2% | $2,756-62.6% |
| Participant deferral / active EE | $2,317 | $2,669-13.2% | $4,170-44.4% | $4,297-46.1% |
| Admin fee / account holder | $8,765 | $4,310+103.4% | $7,668+14.3% | $6,935+26.4% |