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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 | $65,104 | $79,184-17.8% | $102,438-36.4% | $74,546-12.7% |
| Participation rate | 54.9% | 74.8%-19.9pp | 76.5%-21.6pp | 67.2%-12.3pp |
| Annual return | 10.87% | 54.95%-44.1pp | 29.37%-18.5pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $1,347 | $2,362-43.0% | $3,024-55.4% | $2,624-48.7% |
| Participant deferral / active EE | $4,989 | $4,414+13.0% | $5,054-1.3% | $4,347+14.8% |
| Admin fee / account holder | $15,199 | $2,001+659.5% | $9,448+60.9% | $1,944+682.0% |