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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 | $45,123+25.9% | $85,240-33.4% | $74,478-23.7% |
| Participation rate | 46.8% | 49.4%-2.5pp | 67.5%-20.7pp | 67.2%-20.4pp |
| Annual return | 10.88% | 26.32%-15.4pp | 66.75%-55.9pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $1,336 | $1,459-8.4% | $2,735-51.2% | $2,626-49.1% |
| Participant deferral / active EE | $2,521 | $2,736-7.9% | $4,527-44.3% | $4,350-42.0% |
| Admin fee / account holder | $2,674 | $2,215+20.8% | $6,165-56.6% | $1,946+37.4% |