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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 | $88,822 | $57,073+55.6% | $85,126+4.3% | $80,925+9.8% |
| Participation rate | 37.5% | 56.4%-18.9pp | 67.5%-30.0pp | 67.7%-30.2pp |
| Annual return | 9.00% | 21.69%-12.7pp | 66.63%-57.6pp | 35.65%-26.6pp |
| Employer contribution / active EE | $1,018 | $1,801-43.5% | $2,731-62.7% | $2,756-63.1% |
| Participant deferral / active EE | $1,761 | $3,113-43.4% | $4,523-61.1% | $4,299-59.0% |
| Admin fee / account holder | $46,466 | $4,988+831.6% | $6,160+654.3% | $6,940+569.5% |