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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 | $63,745 | $65,364-2.5% | $92,909-31.4% | $72,975-12.6% |
| Participation rate | 65.5% | 68.3%-2.8pp | 76.0%-10.5pp | 69.5%-4.0pp |
| Annual return | 15.50% | 42.11%-26.6pp | 109.44%-93.9pp | 81.01%-65.5pp |
| Employer contribution / active EE | $1,548 | $2,594-40.3% | $3,653-57.6% | $2,440-36.6% |
| Participant deferral / active EE | $2,536 | $3,128-18.9% | $4,238-40.1% | $3,608-29.7% |
| Admin fee / account holder | $28,125 | $4,251+561.6% | $5,795+385.3% | $5,124+448.9% |