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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 | $82,722 | $61,787+33.9% | $97,197-14.9% | $80,925+2.2% |
| Participation rate | 55.6% | 63.5%-7.9pp | 72.7%-17.1pp | 67.7%-12.1pp |
| Annual return | 7.98% | -558.16%+566.1pp | 75.47%-67.5pp | 35.65%-27.7pp |
| Employer contribution / active EE | $1,944 | $1,836+5.9% | $2,723-28.6% | $2,756-29.5% |
| Participant deferral / active EE | $2,724 | $3,027-10.0% | $4,263-36.1% | $4,299-36.6% |
| Admin fee / account holder | $14,976 | $5,170+189.7% | $5,637+165.7% | $6,940+115.8% |