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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 | $84,715 | $70,684+19.8% | $169,390-50.0% | $75,173+12.7% |
| Participation rate | 55.7% | 64.8%-9.1pp | 77.2%-21.5pp | 67.2%-11.5pp |
| Annual return | 11.08% | 36.38%-25.3pp | 406.07%-395.0pp | 160.72%-149.6pp |
| Employer contribution / active EE | $1,430 | $2,211-35.3% | $4,013-64.4% | $2,671-46.5% |
| Participant deferral / active EE | $2,875 | $4,310-33.3% | $6,222-53.8% | $4,126-30.3% |
| Admin fee / account holder | $11,743 | $5,404+117.3% | $9,015+30.3% | $5,651+107.8% |