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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 | $78,634 | $51,638+52.3% | $68,368+15.0% | $82,448-4.6% |
| Participation rate | 61.5% | 63.6%-2.1pp | 73.8%-12.2pp | 68.1%-6.5pp |
| Annual return | 10.17% | 37.53%-27.4pp | 292.57%-282.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,113 | $2,047-45.6% | $2,649-58.0% | $2,551-56.4% |
| Participant deferral / active EE | $6,342 | $2,914+117.7% | $4,123+53.8% | $4,139+53.2% |
| Admin fee / account holder | $28,131 | $4,643+505.8% | $5,150+446.3% | $7,234+288.9% |