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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 | $62,019 | $51,631+20.1% | $129,397-52.1% | $80,925-23.4% |
| Participation rate | 50.0% | 56.9%-6.9pp | 69.6%-19.6pp | 67.7%-17.7pp |
| Annual return | 10.64% | 20.77%-10.1pp | 9453.98%-9443.3pp | 35.65%-25.0pp |
| Employer contribution / active EE | $1,887 | $1,583+19.2% | $4,154-54.6% | $2,756-31.5% |
| Participant deferral / active EE | $4,506 | $2,670+68.8% | $4,167+8.1% | $4,299+4.8% |
| Admin fee / account holder | $14,652 | $4,309+240.0% | $7,679+90.8% | $6,940+111.1% |