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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 | $49,976+66.4% | $66,674+24.7% | $82,637+0.6% |
| Participation rate | 39.0% | 63.1%-24.1pp | 73.7%-34.7pp | 68.1%-29.1pp |
| Annual return | 11.62% | 39.09%-27.5pp | 321.24%-309.6pp | 53.51%-41.9pp |
| Employer contribution / active EE | $1,414 | $1,988-28.9% | $2,620-46.0% | $2,552-44.6% |
| Participant deferral / active EE | $3,486 | $2,847+22.5% | $4,084-14.6% | $4,126-15.5% |
| Admin fee / account holder | $82,232 | $4,594+1690.2% | $5,098+1513.0% | $7,339+1020.5% |