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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 | $80,320 | $51,631+55.6% | $129,397-37.9% | $80,925-0.7% |
| Participation rate | 43.0% | 56.9%-13.9pp | 69.6%-26.6pp | 67.7%-24.6pp |
| Annual return | 11.06% | 20.77%-9.7pp | 9453.98%-9442.9pp | 35.65%-24.6pp |
| Employer contribution / active EE | $933 | $1,583-41.1% | $4,154-77.5% | $2,756-66.1% |
| Participant deferral / active EE | $1,191 | $2,670-55.4% | $4,167-71.4% | $4,299-72.3% |
| Admin fee / account holder | $4,484 | $4,309+4.1% | $7,679-41.6% | $6,940-35.4% |