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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 | $92,137 | $79,181+16.4% | $102,423-10.0% | $74,429+23.8% |
| Participation rate | 58.9% | 74.8%-15.9pp | 76.5%-17.6pp | 67.2%-8.3pp |
| Annual return | 11.00% | 54.97%-44.0pp | 29.42%-18.4pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $1,769 | $2,362-25.1% | $3,023-41.5% | $2,625-32.6% |
| Participant deferral / active EE | $3,004 | $4,416-32.0% | $5,054-40.6% | $4,348-30.9% |
| Admin fee / account holder | $12,131 | $2,002+506.0% | $9,455+28.3% | $1,944+523.9% |