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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 | $74,807 | $62,672+19.4% | $185,117-59.6% | $70,124+6.7% |
| Participation rate | 39.3% | 63.8%-24.5pp | 77.3%-38.0pp | 69.5%-30.3pp |
| Annual return | 12.05% | 40.79%-28.7pp | 40.50%-28.4pp | 73.14%-61.1pp |
| Employer contribution / active EE | $915 | $1,753-47.8% | $4,182-78.1% | $2,342-60.9% |
| Participant deferral / active EE | $2,714 | $3,272-17.0% | $5,045-46.2% | $3,332-18.5% |
| Admin fee / account holder | $25,726 | $3,932+554.3% | $8,159+215.3% | $4,645+453.8% |