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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 | $86,802 | $80,753+7.5% | $136,298-36.3% | $62,293+39.3% |
| Participation rate | 20.0% | 73.5%-53.5pp | 81.9%-61.9pp | 69.5%-49.5pp |
| Annual return | 14.26% | 35.83%-21.6pp | 5156.27%-5142.0pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,691 | $2,884-41.4% | $4,696-64.0% | $2,042-17.2% |
| Participant deferral / active EE | $3,181 | $5,164-38.4% | $6,247-49.1% | $3,169+0.4% |
| Admin fee / account holder | $35,372 | $525+6632.3% | $9,244+282.7% | $479+7279.3% |