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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 | $74,105 | $98,766-25.0% | $149,730-50.5% | $79,852-7.2% |
| Participation rate | 46.3% | 75.8%-29.5pp | 82.5%-36.2pp | 69.6%-23.4pp |
| Annual return | 10.76% | 27.43%-16.7pp | 276.70%-265.9pp | 31.72%-21.0pp |
| Employer contribution / active EE | $1,185 | $3,217-63.2% | $4,645-74.5% | $2,471-52.1% |
| Participant deferral / active EE | $5,161 | $5,681-9.2% | $6,843-24.6% | $3,740+38.0% |
| Admin fee / account holder | $18,597 | $6,052+207.3% | $9,310+99.7% | $5,306+250.5% |