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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 | $64,117 | $78,015-17.8% | $178,505-64.1% | $80,959-20.8% |
| Participation rate | 58.8% | 65.7%-6.8pp | 77.1%-18.3pp | 67.7%-8.8pp |
| Annual return | 10.06% | 18.10%-8.0pp | 27.16%-17.1pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,662 | $2,281-27.1% | $3,955-58.0% | $2,757-39.7% |
| Participant deferral / active EE | $3,295 | $4,406-25.2% | $6,280-47.5% | $4,300-23.4% |
| Admin fee / account holder | $53,576 | $7,160+648.2% | $10,428+413.8% | $6,925+673.6% |