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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 | $75,094 | $70,684+6.2% | $169,397-55.7% | $75,177-0.1% |
| Participation rate | 48.0% | 64.8%-16.8pp | 77.2%-29.2pp | 67.2%-19.2pp |
| Annual return | 9.45% | 36.38%-26.9pp | 406.23%-396.8pp | 160.75%-151.3pp |
| Employer contribution / active EE | $1,006 | $2,211-54.5% | $4,013-74.9% | $2,671-62.3% |
| Participant deferral / active EE | $5,698 | $4,310+32.2% | $6,223-8.4% | $4,126+38.1% |
| Admin fee / account holder | $35,981 | $5,404+565.8% | $9,017+299.0% | $5,651+536.7% |