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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 | $105,284-35.5% | $150,734-55.0% | $94,015-27.8% |
| Participation rate | 30.8% | 71.7%-41.0pp | 78.4%-47.7pp | 70.8%-40.1pp |
| Annual return | 8.85% | 15.67%-6.8pp | 600.81%-592.0pp | 17.84%-9.0pp |
| Employer contribution / active EE | $1,618 | $3,599-55.0% | $4,918-67.1% | $2,790-42.0% |
| Participant deferral / active EE | $2,857 | $4,274-33.1% | $5,610-49.1% | $4,249-32.8% |
| Admin fee / account holder | $39,406 | $9,839+300.5% | $14,905+164.4% | $8,951+340.2% |