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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 | $88,248 | $54,757+61.2% | $90,304-2.3% | $72,975+20.9% |
| Participation rate | 58.4% | 65.2%-6.7pp | 73.3%-14.8pp | 69.5%-11.1pp |
| Annual return | 16.04% | 30.63%-14.6pp | 78.13%-62.1pp | 81.01%-65.0pp |
| Employer contribution / active EE | $1,166 | $2,093-44.3% | $2,855-59.1% | $2,440-52.2% |
| Participant deferral / active EE | $2,418 | $2,887-16.3% | $3,885-37.8% | $3,608-33.0% |
| Admin fee / account holder | $10,803 | $3,973+171.9% | $5,354+101.8% | $5,124+110.8% |