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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 | $82,505 | $73,532+12.2% | $178,540-53.8% | $74,459+10.8% |
| Participation rate | 23.1% | 66.6%-43.5pp | 77.1%-54.0pp | 67.2%-44.1pp |
| Annual return | 10.32% | 17.51%-7.2pp | 27.15%-16.8pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $1,308 | $2,221-41.1% | $3,953-66.9% | $2,626-50.2% |
| Participant deferral / active EE | $0 | $4,519-100.0% | $6,281-100.0% | $4,350-100.0% |
| Admin fee / account holder | $3,722 | $1,813+105.4% | $10,424-64.3% | $1,945+91.4% |