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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 | $67,861 | $88,672-23.5% | $105,223-35.5% | $82,448-17.7% |
| Participation rate | 30.8% | 67.9%-37.2pp | 75.0%-44.3pp | 68.1%-37.3pp |
| Annual return | 8.85% | 30.86%-22.0pp | 180.65%-171.8pp | 41.64%-32.8pp |
| Employer contribution / active EE | $1,618 | $3,048-46.9% | $3,689-56.1% | $2,551-36.6% |
| Participant deferral / active EE | $2,857 | $4,036-29.2% | $5,072-43.7% | $4,139-31.0% |
| Admin fee / account holder | $39,406 | $7,146+451.4% | $8,859+344.8% | $7,234+444.7% |