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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 | $70,981 | $79,955-11.2% | $98,461-27.9% | $75,173-5.6% |
| Participation rate | 55.3% | 70.4%-15.0pp | 75.2%-19.9pp | 67.2%-11.9pp |
| Annual return | 10.47% | 19.75%-9.3pp | 21.17%-10.7pp | 160.72%-150.2pp |
| Employer contribution / active EE | $1,576 | $2,264-30.4% | $3,049-48.3% | $2,671-41.0% |
| Participant deferral / active EE | $3,190 | $3,752-15.0% | $4,738-32.7% | $4,126-22.7% |
| Admin fee / account holder | $17,965 | $6,841+162.6% | $8,961+100.5% | $5,651+217.9% |