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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 | $82,960 | $88,672-6.4% | $105,223-21.2% | $82,448+0.6% |
| Participation rate | 47.3% | 67.9%-20.7pp | 75.0%-27.8pp | 68.1%-20.8pp |
| Annual return | 11.25% | 30.86%-19.6pp | 180.65%-169.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,661 | $3,048-45.5% | $3,689-55.0% | $2,551-34.9% |
| Participant deferral / active EE | $2,373 | $4,036-41.2% | $5,072-53.2% | $4,139-42.7% |
| Admin fee / account holder | $27,628 | $7,146+286.6% | $8,859+211.9% | $7,234+281.9% |