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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 | $77,541 | $79,184-2.1% | $102,438-24.3% | $74,546+4.0% |
| Participation rate | 60.2% | 74.8%-14.6pp | 76.5%-16.3pp | 67.2%-7.0pp |
| Annual return | 10.77% | 54.95%-44.2pp | 29.37%-18.6pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $1,258 | $2,362-46.7% | $3,024-58.4% | $2,624-52.1% |
| Participant deferral / active EE | $4,007 | $4,414-9.2% | $5,054-20.7% | $4,347-7.8% |
| Admin fee / account holder | $10,762 | $2,001+437.8% | $9,448+13.9% | $1,944+453.7% |