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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 | $68,825 | $45,343+51.8% | $150,298-54.2% | $67,986+1.2% |
| Participation rate | 38.1% | 51.9%-13.8pp | 77.8%-39.7pp | 57.2%-19.1pp |
| Annual return | 11.40% | 33.28%-21.9pp | 62.79%-51.4pp | 31.67%-20.3pp |
| Employer contribution / active EE | $1,331 | $1,462-8.9% | $4,154-68.0% | $2,019-34.1% |
| Participant deferral / active EE | $1,241 | $2,055-39.6% | $5,453-77.2% | $3,358-63.0% |
| Admin fee / account holder | $29,508 | $2,250+1211.6% | $14,116+109.0% | $3,203+821.2% |