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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 | $77,381 | $56,116+37.9% | $135,768-43.0% | $86,983-11.0% |
| Participation rate | 50.7% | 60.1%-9.4pp | 71.1%-20.4pp | 69.5%-18.8pp |
| Annual return | 6.16% | 125.33%-119.2pp | 526.10%-519.9pp | 25.83%-19.7pp |
| Employer contribution / active EE | $1,400 | $1,528-8.4% | $3,394-58.8% | $2,584-45.8% |
| Participant deferral / active EE | $2,419 | $2,690-10.1% | $3,977-39.2% | $4,194-42.3% |
| Admin fee / account holder | $1,502 | $4,314-65.2% | $7,048-78.7% | $7,856-80.9% |