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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 | $75,003 | $70,684+6.1% | $169,390-55.7% | $75,173-0.2% |
| Participation rate | 50.0% | 64.8%-14.8pp | 77.2%-27.2pp | 67.2%-17.2pp |
| Annual return | 12.34% | 36.38%-24.0pp | 406.07%-393.7pp | 160.72%-148.4pp |
| Employer contribution / active EE | $5,032 | $2,211+127.6% | $4,013+25.4% | $2,671+88.4% |
| Participant deferral / active EE | $2,965 | $4,310-31.2% | $6,222-52.4% | $4,126-28.1% |
| Admin fee / account holder | $13,487 | $5,404+149.6% | $9,015+49.6% | $5,651+138.7% |