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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 | $78,392 | $105,200-25.5% | $159,474-50.8% | $85,847-8.7% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.8%-27.3pp | 69.3%-13.8pp |
| Annual return | 10.82% | 45.08%-34.3pp | 263.68%-252.9pp | 318.61%-307.8pp |
| Employer contribution / active EE | $1,029 | $3,319-69.0% | $4,831-78.7% | $2,565-59.9% |
| Participant deferral / active EE | $4,009 | $5,946-32.6% | $7,353-45.5% | $3,952+1.4% |
| Admin fee / account holder | $29,346 | $6,934+323.2% | $10,802+171.7% | $6,261+368.7% |