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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 | $73,751 | $61,125+20.7% | $94,057-21.6% | $87,485-15.7% |
| Participation rate | 58.3% | 64.1%-5.7pp | 73.3%-15.0pp | 68.9%-10.6pp |
| Annual return | 12.34% | 35.20%-22.9pp | 480.62%-468.3pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,537 | $2,136-28.1% | $2,933-47.6% | $2,596-40.8% |
| Participant deferral / active EE | $2,830 | $3,260-13.2% | $4,709-39.9% | $4,274-33.8% |
| Admin fee / account holder | $12,551 | $5,629+123.0% | $7,244+73.3% | $7,775+61.4% |