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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 | $71,540 | $88,996-19.6% | $78,004-8.3% | $138,895-48.5% |
| Participation rate | 61.9% | 74.4%-12.5pp | 69.4%-7.5pp | 79.9%-18.0pp |
| Annual return | 5.73% | 28.03%-22.3pp | 31.07%-25.3pp | 145.39%-139.7pp |
| Employer contribution / active EE | $1,740 | $2,917-40.4% | $2,469-29.5% | $4,194-58.5% |
| Participant deferral / active EE | $2,125 | $4,724-55.0% | $4,092-48.1% | $6,396-66.8% |
| Admin fee / account holder | $80,717 | $8,807+816.5% | $7,578+965.2% | $12,562+542.5% |