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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 | $74,522 | $61,787+20.6% | $97,197-23.3% | $80,925-7.9% |
| Participation rate | 44.2% | 63.5%-19.3pp | 72.7%-28.5pp | 67.7%-23.5pp |
| Annual return | 9.19% | -558.16%+567.4pp | 75.47%-66.3pp | 35.65%-26.5pp |
| Employer contribution / active EE | $1,045 | $1,836-43.1% | $2,723-61.6% | $2,756-62.1% |
| Participant deferral / active EE | $3,054 | $3,027+0.9% | $4,263-28.4% | $4,299-29.0% |
| Admin fee / account holder | $2,906 | $5,170-43.8% | $5,637-48.4% | $6,940-58.1% |