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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 | $62,409+13.0% | $120,574-41.5% | $74,459-5.3% |
| Participation rate | 37.1% | 56.8%-19.7pp | 71.9%-34.9pp | 67.2%-30.2pp |
| Annual return | 10.32% | 18.62%-8.3pp | 107.42%-97.1pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $1,138 | $1,847-38.4% | $3,471-67.2% | $2,626-56.7% |
| Participant deferral / active EE | $2,594 | $2,888-10.2% | $4,996-48.1% | $4,350-40.4% |
| Admin fee / account holder | $30,916 | $2,394+1191.6% | $9,445+227.3% | $1,945+1489.7% |