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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 | $80,552 | $102,429-21.4% | $147,096-45.2% | $80,925-0.5% |
| Participation rate | 38.9% | 75.9%-37.0pp | 82.2%-43.3pp | 67.7%-28.8pp |
| Annual return | 10.14% | 135.02%-124.9pp | 419.75%-409.6pp | 35.65%-25.5pp |
| Employer contribution / active EE | $2,058 | $3,716-44.6% | $4,936-58.3% | $2,756-25.3% |
| Participant deferral / active EE | $3,813 | $6,649-42.6% | $8,071-52.8% | $4,299-11.3% |
| Admin fee / account holder | $46,819 | $7,957+488.4% | $13,005+260.0% | $6,940+574.6% |