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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 | $54,404 | $51,736+5.2% | $120,225-54.7% | $67,986-20.0% |
| Participation rate | 42.5% | 46.1%-3.6pp | 69.6%-27.1pp | 57.2%-14.7pp |
| Annual return | 10.31% | 31.98%-21.7pp | 439.23%-428.9pp | 31.67%-21.4pp |
| Employer contribution / active EE | $774 | $1,071-27.7% | $3,475-77.7% | $2,019-61.6% |
| Participant deferral / active EE | $2,371 | $2,206+7.5% | $3,999-40.7% | $3,358-29.4% |
| Admin fee / account holder | $12,348 | $4,159+196.9% | $5,696+116.8% | $3,203+285.5% |