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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 | $68,880+11.1% | $120,580-36.6% | $80,959-5.5% |
| Participation rate | 39.7% | 61.7%-22.0pp | 72.0%-32.2pp | 67.7%-27.9pp |
| Annual return | 7.29% | 23.68%-16.4pp | 107.48%-100.2pp | 35.67%-28.4pp |
| Employer contribution / active EE | $1,551 | $2,066-24.9% | $3,469-55.3% | $2,757-43.7% |
| Participant deferral / active EE | $2,152 | $3,191-32.6% | $4,995-56.9% | $4,300-50.0% |
| Admin fee / account holder | $17,041 | $5,785+194.6% | $9,418+80.9% | $6,925+146.1% |