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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 | $45,119+25.9% | $85,126-33.3% | $74,429-23.7% |
| Participation rate | 46.8% | 49.4%-2.5pp | 67.5%-20.7pp | 67.2%-20.4pp |
| Annual return | 10.88% | 26.28%-15.4pp | 66.63%-55.8pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $1,336 | $1,460-8.5% | $2,731-51.1% | $2,625-49.1% |
| Participant deferral / active EE | $2,521 | $2,738-7.9% | $4,523-44.3% | $4,348-42.0% |
| Admin fee / account holder | $2,674 | $2,214+20.8% | $6,160-56.6% | $1,944+37.5% |