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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 | $58,190 | $58,275-0.1% | $81,844-28.9% | $80,935-28.1% |
| Participation rate | 63.6% | 63.5%+0.2pp | 72.4%-8.7pp | 67.7%-4.0pp |
| Annual return | 8.88% | 41.82%-32.9pp | 778.87%-770.0pp | 35.66%-26.8pp |
| Employer contribution / active EE | $2,865 | $2,346+22.1% | $2,916-1.8% | $2,757+3.9% |
| Participant deferral / active EE | $4,633 | $3,285+41.0% | $4,323+7.1% | $4,299+7.7% |
| Admin fee / account holder | $40,887 | $4,749+761.0% | $7,355+455.9% | $6,924+490.5% |