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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 | $60,297 | $70,418-14.4% | $96,570-37.6% | $85,847-29.8% |
| Participation rate | 47.6% | 61.8%-14.2pp | 69.8%-22.2pp | 69.3%-21.7pp |
| Annual return | 7.72% | 18.59%-10.9pp | 37.79%-30.1pp | 318.61%-310.9pp |
| Employer contribution / active EE | $1,370 | $1,413-3.0% | $2,357-41.9% | $2,565-46.6% |
| Participant deferral / active EE | $3,711 | $2,894+28.2% | $3,849-3.6% | $3,952-6.1% |
| Admin fee / account holder | $16,323 | $4,995+226.8% | $6,182+164.0% | $6,261+160.7% |