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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 | $76,500 | $81,208-5.8% | $98,920-22.7% | $79,856-4.2% |
| Participation rate | 63.4% | 72.5%-9.1pp | 76.0%-12.6pp | 69.6%-6.2pp |
| Annual return | 9.24% | 60.99%-51.8pp | 196.47%-187.2pp | 31.71%-22.5pp |
| Employer contribution / active EE | $507 | $1,960-74.1% | $2,689-81.1% | $2,471-79.5% |
| Participant deferral / active EE | $2,601 | $3,265-20.3% | $4,245-38.7% | $3,741-30.5% |
| Admin fee / account holder | $13,858 | $6,013+130.5% | $6,643+108.6% | $5,306+161.2% |