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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 | $35,849 | $49,896-28.2% | $80,627-55.5% | $75,173-52.3% |
| Participation rate | 55.2% | 55.3%-0.2pp | 67.0%-11.8pp | 67.2%-12.0pp |
| Annual return | 11.56% | 34.67%-23.1pp | 936.76%-925.2pp | 160.72%-149.2pp |
| Employer contribution / active EE | $1,858 | $1,699+9.4% | $2,723-31.8% | $2,671-30.4% |
| Participant deferral / active EE | $3,385 | $2,992+13.1% | $4,443-23.8% | $4,126-18.0% |
| Admin fee / account holder | $16,357 | $3,578+357.2% | $5,381+204.0% | $5,651+189.5% |