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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 | $49,931 | $23,330+114.0% | $64,489-22.6% | $82,448-39.4% |
| Participation rate | 57.7% | 68.3%-10.6pp | 67.7%-10.0pp | 68.1%-10.4pp |
| Annual return | 10.11% | 83.66%-73.5pp | 55.03%-44.9pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,288 | $824+56.3% | $1,523-15.4% | $2,551-49.5% |
| Participant deferral / active EE | $4,728 | $1,707+176.9% | $2,778+70.2% | $4,139+14.2% |
| Admin fee / account holder | $23,083 | $2,946+683.7% | $4,260+441.9% | $7,234+219.1% |