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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 | $56,804 | $44,984+26.3% | $85,009-33.2% | $74,546-23.8% |
| Participation rate | 46.8% | 49.4%-2.5pp | 67.5%-20.7pp | 67.2%-20.4pp |
| Annual return | 10.88% | 26.25%-15.4pp | 66.47%-55.6pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $1,336 | $1,458-8.4% | $2,728-51.0% | $2,624-49.1% |
| Participant deferral / active EE | $2,521 | $2,733-7.8% | $4,522-44.2% | $4,347-42.0% |
| Admin fee / account holder | $2,674 | $2,208+21.1% | $6,153-56.5% | $1,944+37.6% |