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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 | $56,726 | $79,223-28.4% | $102,460-44.6% | $74,478-23.8% |
| Participation rate | 68.5% | 74.8%-6.3pp | 76.5%-8.0pp | 67.2%+1.2pp |
| Annual return | 8.72% | 54.98%-46.3pp | 29.47%-20.8pp | 1370.56%-1361.8pp |
| Employer contribution / active EE | $1,770 | $2,363-25.1% | $3,025-41.5% | $2,626-32.6% |
| Participant deferral / active EE | $3,779 | $4,417-14.4% | $5,056-25.3% | $4,350-13.1% |
| Admin fee / account holder | $8,954 | $2,003+347.0% | $9,460-5.4% | $1,946+360.1% |