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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 | $68,569 | $211,224-67.5% | $178,505-61.6% | $145,897-53.0% |
| Participation rate | 47.8% | 80.8%-33.0pp | 77.1%-29.3pp | 80.3%-32.5pp |
| Annual return | 7.01% | 30.28%-23.3pp | 27.16%-20.2pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,900 | $4,577-58.5% | $3,955-52.0% | $4,663-59.2% |
| Participant deferral / active EE | $3,188 | $6,966-54.2% | $6,280-49.2% | $6,689-52.3% |
| Admin fee / account holder | $28,725 | $12,109+137.2% | $10,428+175.5% | $13,390+114.5% |