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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 | $78,040 | $51,638+51.1% | $68,368+14.1% | $82,448-5.3% |
| Participation rate | 50.5% | 63.6%-13.1pp | 73.8%-23.2pp | 68.1%-17.6pp |
| Annual return | 11.64% | 37.53%-25.9pp | 292.57%-280.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,828 | $2,047-10.7% | $2,649-31.0% | $2,551-28.3% |
| Participant deferral / active EE | $2,765 | $2,914-5.1% | $4,123-32.9% | $4,139-33.2% |
| Admin fee / account holder | $1,604 | $4,643-65.5% | $5,150-68.9% | $7,234-77.8% |