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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 | $76,121 | $25,014+204.3% | $69,623+9.3% | $80,935-5.9% |
| Participation rate | 53.3% | 64.2%-10.9pp | 66.4%-13.1pp | 67.7%-14.3pp |
| Annual return | 11.60% | 19.08%-7.5pp | 101.23%-89.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,233 | $991+24.4% | $1,709-27.9% | $2,757-55.3% |
| Participant deferral / active EE | $1,625 | $1,840-11.7% | $2,890-43.8% | $4,299-62.2% |
| Admin fee / account holder | $49,078 | $2,491+1870.3% | $4,696+945.1% | $6,924+608.8% |