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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 | $83,042 | $161,352-48.5% | $134,172-38.1% | $137,256-39.5% |
| Participation rate | 58.3% | 78.3%-20.0pp | 72.5%-14.1pp | 80.0%-21.6pp |
| Annual return | 7.71% | 28.72%-21.0pp | 25.30%-17.6pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,284 | $4,099-68.7% | $3,420-62.4% | $4,156-69.1% |
| Participant deferral / active EE | $3,520 | $5,552-36.6% | $4,690-24.9% | $6,407-45.1% |
| Admin fee / account holder | $39,335 | $15,028+161.7% | $12,016+227.4% | $12,270+220.6% |