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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 | $94,383 | $88,672+6.4% | $105,223-10.3% | $82,448+14.5% |
| Participation rate | 29.2% | 67.9%-38.8pp | 75.0%-45.9pp | 68.1%-38.9pp |
| Annual return | 9.31% | 30.86%-21.5pp | 180.65%-171.3pp | 41.64%-32.3pp |
| Employer contribution / active EE | $1,403 | $3,048-54.0% | $3,689-62.0% | $2,551-45.0% |
| Participant deferral / active EE | $2,372 | $4,036-41.2% | $5,072-53.2% | $4,139-42.7% |
| Admin fee / account holder | $51,527 | $7,146+621.1% | $8,859+481.7% | $7,234+612.3% |