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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 | $77,343 | $54,729+41.3% | $86,235-10.3% | $71,529+8.1% |
| Participation rate | 41.4% | 60.1%-18.7pp | 69.0%-27.5pp | 67.9%-26.5pp |
| Annual return | 8.09% | 20.07%-12.0pp | 1170.03%-1161.9pp | 28.97%-20.9pp |
| Employer contribution / active EE | $872 | $1,267-31.2% | $2,381-63.4% | $2,590-66.3% |
| Participant deferral / active EE | $2,747 | $3,110-11.7% | $3,987-31.1% | $4,291-36.0% |
| Admin fee / account holder | $13,418 | $1,921+598.3% | $6,856+95.7% | $1,588+744.7% |