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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 | $113,559 | $122,042-7.0% | $184,243-38.4% | $74,429+52.6% |
| Participation rate | 58.4% | 85.5%-27.1pp | 86.8%-28.4pp | 67.2%-8.8pp |
| Annual return | 8.54% | 19.91%-11.4pp | 28.82%-20.3pp | 1368.38%-1359.8pp |
| Employer contribution / active EE | $1,923 | $4,538-57.6% | $6,427-70.1% | $2,625-26.7% |
| Participant deferral / active EE | $4,160 | $7,143-41.8% | $9,132-54.5% | $4,348-4.3% |
| Admin fee / account holder | $23,137 | $1,252+1747.7% | $13,914+66.3% | $1,944+1090.0% |