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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 | $78,755 | $78,423+0.4% | $95,964-17.9% | $79,856-1.4% |
| Participation rate | 16.1% | 73.5%-57.4pp | 77.1%-61.0pp | 69.6%-53.6pp |
| Annual return | 7.66% | 19.37%-11.7pp | 91.64%-84.0pp | 31.71%-24.0pp |
| Employer contribution / active EE | $767 | $1,945-60.6% | $2,541-69.8% | $2,471-69.0% |
| Participant deferral / active EE | $2,361 | $3,440-31.4% | $4,167-43.3% | $3,741-36.9% |
| Admin fee / account holder | $44,175 | $5,622+685.8% | $6,797+549.9% | $5,306+732.5% |