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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 | $47,426 | $52,507-9.7% | $129,406-63.4% | $74,478-36.3% |
| Participation rate | 66.0% | 53.9%+12.1pp | 69.6%-3.7pp | 67.2%-1.2pp |
| Annual return | 9.31% | 15.64%-6.3pp | 9468.18%-9458.9pp | 1370.56%-1361.2pp |
| Employer contribution / active EE | $1,616 | $1,534+5.3% | $4,155-61.1% | $2,626-38.5% |
| Participant deferral / active EE | $2,796 | $2,801-0.2% | $4,167-32.9% | $4,350-35.7% |
| Admin fee / account holder | $3,194 | $2,639+21.0% | $7,689-58.5% | $1,946+64.2% |