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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 | $69,739 | $76,407-8.7% | $150,298-53.6% | $82,448-15.4% |
| Participation rate | 60.6% | 66.4%-5.8pp | 77.8%-17.2pp | 68.1%-7.5pp |
| Annual return | 12.84% | 39.99%-27.2pp | 62.79%-49.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,484 | $2,614-43.2% | $4,154-64.3% | $2,551-41.8% |
| Participant deferral / active EE | $3,631 | $3,214+13.0% | $5,453-33.4% | $4,139-12.3% |
| Admin fee / account holder | $19,214 | $6,352+202.5% | $14,116+36.1% | $7,234+165.6% |