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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 | $77,752 | $111,535-30.3% | $105,223-26.1% | $137,256-43.4% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 6.30% | 237.85%-231.6pp | 180.65%-174.4pp | 220.34%-214.0pp |
| Employer contribution / active EE | $1,766 | $3,939-55.2% | $3,689-52.1% | $4,156-57.5% |
| Participant deferral / active EE | $3,441 | $5,500-37.4% | $5,072-32.2% | $6,407-46.3% |
| Admin fee / account holder | $137,456 | $9,721+1313.9% | $8,859+1451.6% | $12,270+1020.2% |