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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 | $51,638+8.6% | $129,406-56.7% | $80,959-30.7% |
| Participation rate | 59.3% | 56.9%+2.3pp | 69.6%-10.4pp | 67.7%-8.4pp |
| Annual return | 8.99% | 20.78%-11.8pp | 9468.18%-9459.2pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,156 | $1,584-27.0% | $4,155-72.2% | $2,757-58.1% |
| Participant deferral / active EE | $2,433 | $2,670-8.9% | $4,167-41.6% | $4,300-43.4% |
| Admin fee / account holder | $16,495 | $4,313+282.4% | $7,689+114.5% | $6,925+138.2% |