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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 | $64,471 | $55,472+16.2% | $155,567-58.6% | $74,546-13.5% |
| Participation rate | 56.5% | 61.9%-5.4pp | 78.2%-21.6pp | 67.2%-10.7pp |
| Annual return | 10.46% | 268.72%-258.3pp | 64.74%-54.3pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $1,990 | $2,269-12.3% | $4,674-57.4% | $2,624-24.2% |
| Participant deferral / active EE | $3,827 | $2,838+34.9% | $5,628-32.0% | $4,347-12.0% |
| Admin fee / account holder | $2,211 | $1,743+26.9% | $15,916-86.1% | $1,944+13.7% |