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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 | $76,504 | $68,852+11.1% | $120,524-36.5% | $80,925-5.5% |
| Participation rate | 39.7% | 61.6%-21.9pp | 71.9%-32.2pp | 67.7%-27.9pp |
| Annual return | 7.29% | 23.67%-16.4pp | 107.36%-100.1pp | 35.65%-28.4pp |
| Employer contribution / active EE | $1,551 | $2,063-24.8% | $3,469-55.3% | $2,756-43.7% |
| Participant deferral / active EE | $2,152 | $3,187-32.5% | $4,994-56.9% | $4,299-49.9% |
| Admin fee / account holder | $17,041 | $5,781+194.8% | $9,440+80.5% | $6,940+145.6% |