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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 | $83,157 | $51,638+61.0% | $68,368+21.6% | $82,448+0.9% |
| Participation rate | 39.0% | 63.6%-24.6pp | 73.8%-34.8pp | 68.1%-29.1pp |
| Annual return | 11.62% | 37.53%-25.9pp | 292.57%-281.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,414 | $2,047-30.9% | $2,649-46.6% | $2,551-44.6% |
| Participant deferral / active EE | $3,486 | $2,914+19.6% | $4,123-15.4% | $4,139-15.8% |
| Admin fee / account holder | $82,232 | $4,643+1670.9% | $5,150+1496.8% | $7,234+1036.7% |