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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 | $65,912 | $102,609-35.8% | $98,090-32.8% | $138,895-52.5% |
| Participation rate | 64.7% | 82.8%-18.1pp | 81.5%-16.8pp | 79.9%-15.2pp |
| Annual return | 10.33% | 36.44%-26.1pp | 37.05%-26.7pp | 145.39%-135.1pp |
| Employer contribution / active EE | $2,124 | $3,867-45.1% | $3,606-41.1% | $4,194-49.4% |
| Participant deferral / active EE | $4,084 | $8,167-50.0% | $7,845-47.9% | $6,396-36.1% |
| Admin fee / account holder | $34,284 | $11,434+199.8% | $11,815+190.2% | $12,562+172.9% |