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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 | $77,238 | $117,829-34.4% | $102,423-24.6% | $145,877-47.1% |
| Participation rate | 53.8% | 78.6%-24.8pp | 76.5%-22.7pp | 80.3%-26.5pp |
| Annual return | 7.83% | 31.83%-24.0pp | 29.42%-21.6pp | 551.28%-543.4pp |
| Employer contribution / active EE | $1,506 | $3,615-58.3% | $3,023-50.2% | $4,663-67.7% |
| Participant deferral / active EE | $2,309 | $5,732-59.7% | $5,054-54.3% | $6,691-65.5% |
| Admin fee / account holder | $52,154 | $13,335+291.1% | $9,455+451.6% | $13,402+289.1% |