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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 | $55,976 | $51,638+8.4% | $68,368-18.1% | $82,448-32.1% |
| Participation rate | 36.8% | 63.6%-26.8pp | 73.8%-36.9pp | 68.1%-31.2pp |
| Annual return | 12.99% | 37.53%-24.5pp | 292.57%-279.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,835 | $2,047-10.3% | $2,649-30.7% | $2,551-28.0% |
| Participant deferral / active EE | $3,843 | $2,914+31.9% | $4,123-6.8% | $4,139-7.2% |
| Admin fee / account holder | $9,326 | $4,643+100.8% | $5,150+81.1% | $7,234+28.9% |