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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 | $86,732 | $53,841+61.1% | $75,731+14.5% | $85,851+1.0% |
| Participation rate | 47.2% | 69.0%-21.8pp | 74.8%-27.6pp | 69.3%-22.1pp |
| Annual return | 10.16% | 24.54%-14.4pp | 104.65%-94.5pp | 318.63%-308.5pp |
| Employer contribution / active EE | $1,623 | $2,017-19.5% | $2,743-40.8% | $2,565-36.7% |
| Participant deferral / active EE | $3,020 | $2,895+4.3% | $3,820-20.9% | $3,952-23.6% |
| Admin fee / account holder | $14,918 | $3,340+346.6% | $3,620+312.1% | $6,261+138.3% |