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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 | $73,256 | $45,900+59.6% | $94,057-22.1% | $64,340+13.9% |
| Participation rate | 47.2% | 50.6%-3.4pp | 73.3%-26.2pp | 55.2%-8.1pp |
| Annual return | 11.39% | 50.47%-39.1pp | 480.62%-469.2pp | 24.14%-12.8pp |
| Employer contribution / active EE | $1,138 | $1,612-29.4% | $2,933-61.2% | $1,862-38.9% |
| Participant deferral / active EE | $1,778 | $2,102-15.4% | $4,709-62.2% | $2,980-40.3% |
| Admin fee / account holder | $13,571 | $3,143+331.7% | $7,244+87.3% | $3,703+266.5% |