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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 | $72,563 | $62,393+16.3% | $120,580-39.8% | $74,478-2.6% |
| Participation rate | 42.5% | 56.8%-14.3pp | 72.0%-29.5pp | 67.2%-24.8pp |
| Annual return | 10.53% | 18.61%-8.1pp | 107.48%-96.9pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $1,486 | $1,845-19.5% | $3,469-57.2% | $2,626-43.4% |
| Participant deferral / active EE | $2,643 | $2,886-8.4% | $4,995-47.1% | $4,350-39.2% |
| Admin fee / account holder | $5,681 | $2,396+137.1% | $9,418-39.7% | $1,946+192.0% |