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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 | $76,427 | $58,275+31.1% | $81,844-6.6% | $80,935-5.6% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.4%-29.5pp | 67.7%-24.8pp |
| Annual return | 7.51% | 41.82%-34.3pp | 778.87%-771.4pp | 35.66%-28.2pp |
| Employer contribution / active EE | $1,348 | $2,346-42.6% | $2,916-53.8% | $2,757-51.1% |
| Participant deferral / active EE | $5,536 | $3,285+68.5% | $4,323+28.0% | $4,299+28.8% |
| Admin fee / account holder | $47,663 | $4,749+903.7% | $7,355+548.0% | $6,924+588.3% |