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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 | $85,710 | $85,766-0.1% | $136,298-37.1% | $70,126+22.2% |
| Participation rate | 44.4% | 74.2%-29.7pp | 81.9%-37.5pp | 69.5%-25.1pp |
| Annual return | 13.18% | 31.46%-18.3pp | 5156.27%-5143.1pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,929 | $2,966-35.0% | $4,696-58.9% | $2,343-17.6% |
| Participant deferral / active EE | $3,646 | $5,051-27.8% | $6,247-41.6% | $3,332+9.4% |
| Admin fee / account holder | $6,713 | $5,421+23.8% | $9,244-27.4% | $4,645+44.5% |