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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 | $81,750 | $70,684+15.7% | $169,397-51.7% | $75,177+8.7% |
| Participation rate | 64.7% | 64.8%-0.1pp | 77.2%-12.5pp | 67.2%-2.5pp |
| Annual return | 11.99% | 36.38%-24.4pp | 406.23%-394.2pp | 160.75%-148.8pp |
| Employer contribution / active EE | $1,918 | $2,211-13.2% | $4,013-52.2% | $2,671-28.2% |
| Participant deferral / active EE | $4,265 | $4,310-1.0% | $6,223-31.5% | $4,126+3.4% |
| Admin fee / account holder | $15,735 | $5,404+191.2% | $9,017+74.5% | $5,651+178.4% |