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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 | $76,182 | $79,169-3.8% | $100,415-24.1% | $74,478+2.3% |
| Participation rate | 69.0% | 79.4%-10.4pp | 81.5%-12.5pp | 67.2%+1.8pp |
| Annual return | 12.47% | 20.51%-8.0pp | 49.47%-37.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,010 | $3,017-66.5% | $3,943-74.4% | $2,626-61.6% |
| Participant deferral / active EE | $7,327 | $7,751-5.5% | $8,091-9.5% | $4,350+68.4% |
| Admin fee / account holder | $13,259 | $1,337+891.5% | $7,906+67.7% | $1,946+581.4% |