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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 | $73,459+12.3% | $178,449-53.8% | $74,400+10.9% |
| Participation rate | 23.1% | 66.6%-43.5pp | 77.1%-54.0pp | 67.2%-44.1pp |
| Annual return | 10.32% | 17.50%-7.2pp | 27.09%-16.8pp | 1367.51%-1357.2pp |
| Employer contribution / active EE | $1,308 | $2,219-41.1% | $3,951-66.9% | $2,624-50.2% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $6,277-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3,722 | $1,812+105.4% | $10,362-64.1% | $1,944+91.5% |