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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 | $69,113 | $111,535-38.0% | $105,223-34.3% | $137,256-49.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 11.57% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,644 | $3,939-58.3% | $3,689-55.4% | $4,156-60.4% |
| Participant deferral / active EE | $3,883 | $5,500-29.4% | $5,072-23.4% | $6,407-39.4% |
| Admin fee / account holder | $21,637 | $9,721+122.6% | $8,859+144.2% | $12,270+76.3% |