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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 | $211,239-67.5% | $178,528-61.6% | $145,877-53.0% |
| Participation rate | 47.8% | 80.8%-33.0pp | 77.1%-29.3pp | 80.3%-32.5pp |
| Annual return | 7.01% | 30.22%-23.2pp | 27.11%-20.1pp | 551.28%-544.3pp |
| Employer contribution / active EE | $1,900 | $4,570-58.4% | $3,950-51.9% | $4,663-59.2% |
| Participant deferral / active EE | $3,188 | $6,963-54.2% | $6,278-49.2% | $6,691-52.4% |
| Admin fee / account holder | $28,725 | $12,095+137.5% | $10,419+175.7% | $13,402+114.3% |