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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 | $77,169 | $64,324+20.0% | $118,914-35.1% | $79,856-3.4% |
| Participation rate | 55.2% | 64.9%-9.7pp | 75.4%-20.2pp | 69.6%-14.5pp |
| Annual return | 9.56% | 86.45%-76.9pp | 35.89%-26.3pp | 31.71%-22.2pp |
| Employer contribution / active EE | $963 | $1,836-47.5% | $3,264-70.5% | $2,471-61.0% |
| Participant deferral / active EE | $1,532 | $2,824-45.8% | $4,266-64.1% | $3,741-59.1% |
| Admin fee / account holder | $9,656 | $4,040+139.0% | $6,582+46.7% | $5,306+82.0% |