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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 | $61,102 | $78,690-22.4% | $161,489-62.2% | $87,485-30.2% |
| Participation rate | 62.5% | 67.5%-5.0pp | 78.7%-16.2pp | 68.9%-6.4pp |
| Annual return | 10.14% | 32.74%-22.6pp | 89.72%-79.6pp | 26.06%-15.9pp |
| Employer contribution / active EE | $697 | $2,588-73.1% | $4,268-83.7% | $2,596-73.1% |
| Participant deferral / active EE | $2,314 | $3,311-30.1% | $5,630-58.9% | $4,274-45.9% |
| Admin fee / account holder | $16,059 | $6,724+138.8% | $16,006+0.3% | $7,775+106.6% |