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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 | $56,081 | $78,425-28.5% | $95,956-41.6% | $79,858-29.8% |
| Participation rate | 59.4% | 73.5%-14.1pp | 77.1%-17.7pp | 69.6%-10.3pp |
| Annual return | 4.03% | 19.37%-15.3pp | 91.63%-87.6pp | 31.72%-27.7pp |
| Employer contribution / active EE | $1,759 | $1,945-9.6% | $2,541-30.8% | $2,471-28.8% |
| Participant deferral / active EE | $3,363 | $3,440-2.2% | $4,167-19.3% | $3,740-10.1% |
| Admin fee / account holder | $30,171 | $5,622+436.7% | $6,797+343.9% | $5,306+468.6% |