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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 | $75,736 | $102,382-26.0% | $147,005-48.5% | $80,874-6.4% |
| Participation rate | 46.6% | 75.8%-29.3pp | 82.2%-35.6pp | 67.6%-21.1pp |
| Annual return | 10.56% | 134.89%-124.3pp | 418.76%-408.2pp | 35.62%-25.1pp |
| Employer contribution / active EE | $1,790 | $3,715-51.8% | $4,934-63.7% | $2,756-35.0% |
| Participant deferral / active EE | $3,160 | $6,646-52.5% | $8,070-60.8% | $4,297-26.5% |
| Admin fee / account holder | $22,702 | $7,942+185.8% | $13,006+74.6% | $6,935+227.3% |