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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 | $74,381 | $70,587+5.4% | $124,693-40.3% | $85,856-13.4% |
| Participation rate | 51.6% | 64.4%-12.8pp | 74.6%-23.0pp | 69.3%-17.7pp |
| Annual return | 5.50% | 20688.83%-20683.3pp | 5144.19%-5138.7pp | 318.58%-313.1pp |
| Employer contribution / active EE | $1,071 | $1,913-44.0% | $3,324-67.8% | $2,565-58.3% |
| Participant deferral / active EE | $1,833 | $2,969-38.3% | $4,615-60.3% | $3,952-53.6% |
| Admin fee / account holder | $8,158 | $5,282+54.4% | $7,494+8.9% | $6,261+30.3% |