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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 | $51,604+20.2% | $129,295-52.0% | $80,874-23.3% |
| Participation rate | 50.0% | 57.0%-7.0pp | 69.6%-19.6pp | 67.6%-17.6pp |
| Annual return | 10.64% | 20.76%-10.1pp | 9429.28%-9418.6pp | 35.62%-25.0pp |
| Employer contribution / active EE | $1,887 | $1,585+19.1% | $4,157-54.6% | $2,756-31.5% |
| Participant deferral / active EE | $4,506 | $2,670+68.8% | $4,169+8.1% | $4,297+4.9% |
| Admin fee / account holder | $14,652 | $4,310+240.0% | $7,665+91.1% | $6,935+111.3% |