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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 | $57,503 | $72,273-20.4% | $101,275-43.2% | $79,856-28.0% |
| Participation rate | 34.5% | 68.5%-34.0pp | 75.8%-41.3pp | 69.6%-35.2pp |
| Annual return | 6.62% | 22.30%-15.7pp | 46.48%-39.9pp | 31.71%-25.1pp |
| Employer contribution / active EE | $1,342 | $2,691-50.1% | $3,660-63.3% | $2,471-45.7% |
| Participant deferral / active EE | $2,598 | $3,282-20.8% | $4,371-40.6% | $3,741-30.6% |
| Admin fee / account holder | $78,183 | $4,401+1676.4% | $5,948+1214.4% | $5,306+1373.4% |