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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 | $85,609 | $85,171+0.5% | $172,752-50.4% | $72,975+17.3% |
| Participation rate | 35.4% | 70.1%-34.6pp | 82.6%-47.2pp | 69.5%-34.1pp |
| Annual return | 13.50% | 27.32%-13.8pp | 802.97%-789.5pp | 81.01%-67.5pp |
| Employer contribution / active EE | $1,018 | $3,324-69.4% | $5,144-80.2% | $2,440-58.3% |
| Participant deferral / active EE | $3,193 | $3,260-2.1% | $5,198-38.6% | $3,608-11.5% |
| Admin fee / account holder | $39,627 | $5,880+573.9% | $13,955+184.0% | $5,124+673.3% |