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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 | $63,938 | $88,672-27.9% | $105,223-39.2% | $82,448-22.5% |
| Participation rate | 48.3% | 67.9%-19.6pp | 75.0%-26.8pp | 68.1%-19.8pp |
| Annual return | 11.21% | 30.86%-19.7pp | 180.65%-169.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,392 | $3,048-54.3% | $3,689-62.3% | $2,551-45.4% |
| Participant deferral / active EE | $3,102 | $4,036-23.1% | $5,072-38.8% | $4,139-25.1% |
| Admin fee / account holder | $70,278 | $7,146+883.5% | $8,859+693.3% | $7,234+871.4% |