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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 | $82,209 | $64,324+27.8% | $118,914-30.9% | $79,856+2.9% |
| Participation rate | 58.3% | 64.9%-6.5pp | 75.4%-17.1pp | 69.6%-11.3pp |
| Annual return | 9.01% | 86.45%-77.4pp | 35.89%-26.9pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,276 | $1,836-30.5% | $3,264-60.9% | $2,471-48.4% |
| Participant deferral / active EE | $2,058 | $2,824-27.1% | $4,266-51.8% | $3,741-45.0% |
| Admin fee / account holder | $15,974 | $4,040+295.4% | $6,582+142.7% | $5,306+201.0% |