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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 | $87,226 | $79,003+10.4% | $100,398-13.1% | $74,400+17.2% |
| Participation rate | 56.4% | 79.5%-23.1pp | 81.5%-25.1pp | 67.2%-10.8pp |
| Annual return | 13.42% | 20.62%-7.2pp | 49.32%-35.9pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $2,221 | $3,015-26.3% | $3,946-43.7% | $2,624-15.4% |
| Participant deferral / active EE | $4,258 | $7,752-45.1% | $8,084-47.3% | $4,348-2.1% |
| Admin fee / account holder | $13,594 | $1,331+921.2% | $7,893+72.2% | $1,944+599.4% |