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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 | $89,259+5.7% | $107,187-11.9% | $82,637+14.2% |
| Participation rate | 29.2% | 67.9%-38.8pp | 75.0%-45.9pp | 68.1%-38.9pp |
| Annual return | 9.31% | 21.02%-11.7pp | 204.55%-195.2pp | 53.51%-44.2pp |
| Employer contribution / active EE | $1,403 | $3,080-54.4% | $3,782-62.9% | $2,552-45.0% |
| Participant deferral / active EE | $2,372 | $4,037-41.3% | $5,096-53.5% | $4,126-42.5% |
| Admin fee / account holder | $51,527 | $7,381+598.1% | $9,162+462.4% | $7,339+602.1% |