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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 | $79,223-17.8% | $102,460-36.5% | $74,478-12.6% |
| Participation rate | 54.9% | 74.8%-19.9pp | 76.5%-21.6pp | 67.2%-12.4pp |
| Annual return | 10.87% | 54.98%-44.1pp | 29.47%-18.6pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $1,347 | $2,363-43.0% | $3,025-55.5% | $2,626-48.7% |
| Participant deferral / active EE | $4,989 | $4,417+12.9% | $5,056-1.3% | $4,350+14.7% |
| Admin fee / account holder | $15,199 | $2,003+658.8% | $9,460+60.7% | $1,946+681.1% |