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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 | $61,859 | $58,275+6.2% | $81,844-24.4% | $80,935-23.6% |
| Participation rate | 38.7% | 63.5%-24.8pp | 72.4%-33.7pp | 67.7%-29.0pp |
| Annual return | 10.22% | 41.82%-31.6pp | 778.87%-768.6pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,304 | $2,346-44.4% | $2,916-55.3% | $2,757-52.7% |
| Participant deferral / active EE | $2,626 | $3,285-20.1% | $4,323-39.3% | $4,299-38.9% |
| Admin fee / account holder | $16,657 | $4,749+250.8% | $7,355+126.5% | $6,924+140.6% |