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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 | $88,303 | $72,071+22.5% | $68,368+29.2% | $137,256-35.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 13.11% | 353.14%-340.0pp | 292.57%-279.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,898 | $2,788-31.9% | $2,649-28.4% | $4,156-54.3% |
| Participant deferral / active EE | $2,372 | $4,410-46.2% | $4,123-42.5% | $6,407-63.0% |
| Admin fee / account holder | $14,102 | $5,336+164.3% | $5,150+173.8% | $12,270+14.9% |