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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 | $73,914 | $65,364+13.1% | $92,909-20.4% | $72,975+1.3% |
| Participation rate | 47.8% | 68.3%-20.5pp | 76.0%-28.2pp | 69.5%-21.7pp |
| Annual return | 12.62% | 42.11%-29.5pp | 109.44%-96.8pp | 81.01%-68.4pp |
| Employer contribution / active EE | $1,252 | $2,594-51.7% | $3,653-65.7% | $2,440-48.7% |
| Participant deferral / active EE | $2,431 | $3,128-22.3% | $4,238-42.6% | $3,608-32.6% |
| Admin fee / account holder | $23,374 | $4,251+449.8% | $5,795+303.3% | $5,124+356.2% |