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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 | $77,983 | $89,259-12.6% | $107,187-27.2% | $82,637-5.6% |
| Participation rate | 53.4% | 67.9%-14.5pp | 75.0%-21.6pp | 68.1%-14.6pp |
| Annual return | 11.85% | 21.02%-9.2pp | 204.55%-192.7pp | 53.51%-41.7pp |
| Employer contribution / active EE | $1,721 | $3,080-44.1% | $3,782-54.5% | $2,552-32.6% |
| Participant deferral / active EE | $3,567 | $4,037-11.7% | $5,096-30.0% | $4,126-13.6% |
| Admin fee / account holder | $27,658 | $7,381+274.7% | $9,162+201.9% | $7,339+276.9% |