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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 | $68,862 | $85,171-19.1% | $172,752-60.1% | $72,975-5.6% |
| Participation rate | 48.0% | 70.1%-22.1pp | 82.6%-34.6pp | 69.5%-21.5pp |
| Annual return | 14.79% | 27.32%-12.5pp | 802.97%-788.2pp | 81.01%-66.2pp |
| Employer contribution / active EE | $1,132 | $3,324-65.9% | $5,144-78.0% | $2,440-53.6% |
| Participant deferral / active EE | $1,921 | $3,260-41.1% | $5,198-63.0% | $3,608-46.7% |
| Admin fee / account holder | $18,222 | $5,880+209.9% | $13,955+30.6% | $5,124+255.6% |