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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 | $60,803 | $58,726+3.5% | $142,898-57.4% | $85,851-29.2% |
| Participation rate | 55.6% | 58.5%-2.9pp | 72.0%-16.4pp | 69.3%-13.8pp |
| Annual return | 9.06% | 27.73%-18.7pp | 5639.64%-5630.6pp | 318.63%-309.6pp |
| Employer contribution / active EE | $1,167 | $1,424-18.0% | $4,146-71.8% | $2,565-54.5% |
| Participant deferral / active EE | $3,042 | $2,609+16.6% | $3,838-20.7% | $3,952-23.0% |
| Admin fee / account holder | $17,248 | $4,234+307.3% | $6,560+162.9% | $6,261+175.5% |