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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 | $56,093 | $51,631+8.6% | $129,397-56.7% | $80,925-30.7% |
| Participation rate | 59.3% | 56.9%+2.3pp | 69.6%-10.4pp | 67.7%-8.4pp |
| Annual return | 8.99% | 20.77%-11.8pp | 9453.98%-9445.0pp | 35.65%-26.7pp |
| Employer contribution / active EE | $1,156 | $1,583-27.0% | $4,154-72.2% | $2,756-58.0% |
| Participant deferral / active EE | $2,433 | $2,670-8.9% | $4,167-41.6% | $4,299-43.4% |
| Admin fee / account holder | $16,495 | $4,309+282.8% | $7,679+114.8% | $6,940+137.7% |