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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 | $77,962-17.8% | $178,540-64.1% | $80,935-20.8% |
| Participation rate | 58.8% | 65.7%-6.8pp | 77.1%-18.3pp | 67.7%-8.8pp |
| Annual return | 10.06% | 18.10%-8.0pp | 27.15%-17.1pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,662 | $2,280-27.1% | $3,953-57.9% | $2,757-39.7% |
| Participant deferral / active EE | $3,295 | $4,404-25.2% | $6,281-47.5% | $4,299-23.4% |
| Admin fee / account holder | $53,576 | $7,156+648.7% | $10,424+414.0% | $6,924+673.7% |