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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 | $82,803 | $101,950-18.8% | $125,529-34.0% | $86,983-4.8% |
| Participation rate | 54.8% | 70.2%-15.3pp | 74.7%-19.9pp | 69.5%-14.7pp |
| Annual return | 8.67% | 18.29%-9.6pp | 202.56%-193.9pp | 25.83%-17.2pp |
| Employer contribution / active EE | $1,897 | $2,358-19.6% | $3,058-38.0% | $2,584-26.6% |
| Participant deferral / active EE | $1,897 | $3,862-50.9% | $4,813-60.6% | $4,194-54.8% |
| Admin fee / account holder | $32,935 | $12,791+157.5% | $16,298+102.1% | $7,856+319.2% |