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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 | $69,740 | $61,125+14.1% | $94,057-25.9% | $87,485-20.3% |
| Participation rate | 50.0% | 64.1%-14.1pp | 73.3%-23.3pp | 68.9%-18.9pp |
| Annual return | 10.25% | 35.20%-24.9pp | 480.62%-470.4pp | 26.06%-15.8pp |
| Employer contribution / active EE | $1,912 | $2,136-10.5% | $2,933-34.8% | $2,596-26.4% |
| Participant deferral / active EE | $2,356 | $3,260-27.7% | $4,709-50.0% | $4,274-44.9% |
| Admin fee / account holder | $2,374 | $5,629-57.8% | $7,244-67.2% | $7,775-69.5% |