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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 | $61,125+27.7% | $94,057-17.0% | $87,485-10.8% |
| Participation rate | 50.5% | 64.1%-13.6pp | 73.3%-22.8pp | 68.9%-18.4pp |
| Annual return | 11.64% | 35.20%-23.6pp | 480.62%-469.0pp | 26.06%-14.4pp |
| Employer contribution / active EE | $1,828 | $2,136-14.4% | $2,933-37.7% | $2,596-29.6% |
| Participant deferral / active EE | $2,765 | $3,260-15.2% | $4,709-41.3% | $4,274-35.3% |
| Admin fee / account holder | $1,604 | $5,629-71.5% | $7,244-77.9% | $7,775-79.4% |