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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 | $81,514 | $86,288-5.5% | $111,306-26.8% | $85,851-5.1% |
| Participation rate | 41.3% | 73.3%-32.0pp | 77.3%-36.0pp | 69.3%-28.0pp |
| Annual return | 10.88% | 19.99%-9.1pp | 54.67%-43.8pp | 318.63%-307.8pp |
| Employer contribution / active EE | $578 | $2,044-71.7% | $2,732-78.9% | $2,565-77.5% |
| Participant deferral / active EE | $2,070 | $3,641-43.1% | $4,488-53.9% | $3,952-47.6% |
| Admin fee / account holder | $22,176 | $8,189+170.8% | $7,966+178.4% | $6,261+254.2% |