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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 | $67,691 | $61,125+10.7% | $94,057-28.0% | $87,485-22.6% |
| Participation rate | 36.4% | 64.1%-27.7pp | 73.3%-37.0pp | 68.9%-32.6pp |
| Annual return | 11.54% | 35.20%-23.7pp | 480.62%-469.1pp | 26.06%-14.5pp |
| Employer contribution / active EE | $1,428 | $2,136-33.1% | $2,933-51.3% | $2,596-45.0% |
| Participant deferral / active EE | $2,180 | $3,260-33.1% | $4,709-53.7% | $4,274-49.0% |
| Admin fee / account holder | $29,546 | $5,629+424.9% | $7,244+307.8% | $7,775+280.0% |