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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 | $61,760 | $51,631+19.6% | $129,397-52.3% | $80,925-23.7% |
| Participation rate | 60.0% | 56.9%+3.1pp | 69.6%-9.6pp | 67.7%-7.7pp |
| Annual return | 9.34% | 20.77%-11.4pp | 9453.98%-9444.6pp | 35.65%-26.3pp |
| Employer contribution / active EE | $1,260 | $1,583-20.4% | $4,154-69.7% | $2,756-54.3% |
| Participant deferral / active EE | $3,439 | $2,670+28.8% | $4,167-17.5% | $4,299-20.0% |
| Admin fee / account holder | $18,831 | $4,309+337.0% | $7,679+145.2% | $6,940+171.3% |