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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 | $62,395 | $64,920-3.9% | $103,693-39.8% | $86,983-28.3% |
| Participation rate | 34.4% | 63.6%-29.2pp | 72.6%-38.3pp | 69.5%-35.2pp |
| Annual return | 10.07% | 30.29%-20.2pp | 47.61%-37.5pp | 25.83%-15.8pp |
| Employer contribution / active EE | $1,064 | $2,141-50.3% | $2,920-63.6% | $2,584-58.8% |
| Participant deferral / active EE | $2,681 | $3,241-17.3% | $4,579-41.5% | $4,194-36.1% |
| Admin fee / account holder | $25,929 | $6,191+318.8% | $7,858+230.0% | $7,856+230.1% |