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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 | $72,322 | $61,815+17.0% | $97,295-25.7% | $80,959-10.7% |
| Participation rate | 56.7% | 63.5%-6.8pp | 72.7%-16.0pp | 67.7%-11.0pp |
| Annual return | 10.25% | -558.73%+569.0pp | 75.62%-65.4pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,130 | $1,836-38.5% | $2,723-58.5% | $2,757-59.0% |
| Participant deferral / active EE | $2,207 | $3,027-27.1% | $4,264-48.2% | $4,300-48.7% |
| Admin fee / account holder | $10,881 | $5,166+110.6% | $5,646+92.7% | $6,925+57.1% |