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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 | $70,547 | $62,393+13.1% | $120,580-41.5% | $74,478-5.3% |
| Participation rate | 37.1% | 56.8%-19.7pp | 72.0%-34.9pp | 67.2%-30.2pp |
| Annual return | 10.32% | 18.61%-8.3pp | 107.48%-97.2pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $1,138 | $1,845-38.3% | $3,469-67.2% | $2,626-56.7% |
| Participant deferral / active EE | $2,594 | $2,886-10.1% | $4,995-48.1% | $4,350-40.4% |
| Admin fee / account holder | $30,916 | $2,396+1190.2% | $9,418+228.2% | $1,946+1488.8% |