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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 | $80,072 | $88,137-9.2% | $164,975-51.5% | $74,429+7.6% |
| Participation rate | 40.4% | 73.1%-32.8pp | 78.6%-38.3pp | 67.2%-26.9pp |
| Annual return | 9.80% | 17.13%-7.3pp | 70.12%-60.3pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $1,489 | $2,597-42.7% | $4,343-65.7% | $2,625-43.3% |
| Participant deferral / active EE | $3,128 | $4,501-30.5% | $6,033-48.2% | $4,348-28.1% |
| Admin fee / account holder | $12,164 | $2,231+445.1% | $12,688-4.1% | $1,944+525.6% |