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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 | $76,475 | $80,748-5.3% | $102,383-25.3% | $74,429+2.7% |
| Participation rate | 48.1% | 65.7%-17.5pp | 74.5%-26.4pp | 67.2%-19.1pp |
| Annual return | 10.93% | 27.57%-16.6pp | 24.94%-14.0pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $1,609 | $3,159-49.1% | $3,870-58.4% | $2,625-38.7% |
| Participant deferral / active EE | $2,234 | $3,861-42.1% | $5,060-55.8% | $4,348-48.6% |
| Admin fee / account holder | $6,703 | $2,371+182.7% | $8,391-20.1% | $1,944+244.8% |