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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 | $70,852 | $73,978-4.2% | $96,515-26.6% | $75,173-5.7% |
| Participation rate | 55.0% | 66.4%-11.4pp | 74.3%-19.3pp | 67.2%-12.2pp |
| Annual return | 11.05% | 26.72%-15.7pp | 35.73%-24.7pp | 160.72%-149.7pp |
| Employer contribution / active EE | $1,931 | $2,931-34.1% | $3,740-48.4% | $2,671-27.7% |
| Participant deferral / active EE | $3,426 | $3,660-6.4% | $4,880-29.8% | $4,126-17.0% |
| Admin fee / account holder | $24,079 | $5,219+361.4% | $6,735+257.5% | $5,651+326.1% |