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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 | $80,016 | $124,346-35.7% | $111,308-28.1% | $167,536-52.2% |
| Participation rate | 40.0% | 79.6%-39.6pp | 77.3%-37.3pp | 82.1%-42.1pp |
| Annual return | 8.14% | 37.45%-29.3pp | 54.67%-46.5pp | 478.82%-470.7pp |
| Employer contribution / active EE | $1,315 | $3,437-61.7% | $2,732-51.9% | $4,839-72.8% |
| Participant deferral / active EE | $12,256 | $5,182+136.5% | $4,487+173.1% | $6,342+93.2% |
| Admin fee / account holder | $195,439 | $10,621+1740.0% | $7,965+2353.7% | $12,315+1487.1% |