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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 | $54,149 | $47,944+12.9% | $67,834-20.2% | $62,881-13.9% |
| Participation rate | 65.8% | 61.1%+4.7pp | 68.8%-3.0pp | 69.3%-3.5pp |
| Annual return | 3.74% | 11.77%-8.0pp | 138.47%-134.7pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,509 | $1,562-3.4% | $2,403-37.2% | $2,281-33.9% |
| Participant deferral / active EE | $1,672 | $2,247-25.6% | $3,160-47.1% | $3,203-47.8% |
| Admin fee / account holder | $9,487 | $3,712+155.6% | $4,622+105.3% | $4,296+120.9% |