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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 | $62,409+16.3% | $120,524-39.8% | $74,429-2.5% |
| Participation rate | 42.5% | 56.8%-14.3pp | 71.9%-29.5pp | 67.2%-24.7pp |
| Annual return | 10.53% | 18.62%-8.1pp | 107.36%-96.8pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $1,486 | $1,847-19.6% | $3,469-57.2% | $2,625-43.4% |
| Participant deferral / active EE | $2,643 | $2,888-8.5% | $4,994-47.1% | $4,348-39.2% |
| Admin fee / account holder | $5,681 | $2,394+137.3% | $9,440-39.8% | $1,944+192.2% |