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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 | $55,446+16.3% | $155,574-58.6% | $74,429-13.4% |
| Participation rate | 56.5% | 61.9%-5.4pp | 78.2%-21.7pp | 67.2%-10.7pp |
| Annual return | 10.46% | 269.20%-258.7pp | 64.87%-54.4pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $1,990 | $2,266-12.2% | $4,676-57.4% | $2,625-24.2% |
| Participant deferral / active EE | $3,827 | $2,836+34.9% | $5,629-32.0% | $4,348-12.0% |
| Admin fee / account holder | $2,211 | $1,743+26.8% | $15,914-86.1% | $1,944+13.7% |