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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 | $75,174 | $48,053+56.4% | $84,623-11.2% | $72,983+3.0% |
| Participation rate | 40.7% | 57.6%-16.8pp | 68.2%-27.5pp | 69.5%-28.7pp |
| Annual return | 17.78% | 37.39%-19.6pp | 258.77%-241.0pp | 81.01%-63.2pp |
| Employer contribution / active EE | $1,246 | $1,602-22.2% | $2,652-53.0% | $2,440-48.9% |
| Participant deferral / active EE | $3,099 | $2,681+15.6% | $3,899-20.5% | $3,608-14.1% |
| Admin fee / account holder | $21,950 | $3,395+546.5% | $4,913+346.8% | $5,124+328.4% |