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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 | $70,475 | $81,208-13.2% | $98,916-28.8% | $79,858-11.7% |
| Participation rate | 68.6% | 72.5%-3.9pp | 76.0%-7.5pp | 69.6%-1.1pp |
| Annual return | 5.59% | 60.99%-55.4pp | 196.45%-190.9pp | 31.72%-26.1pp |
| Employer contribution / active EE | $785 | $1,960-59.9% | $2,689-70.8% | $2,471-68.2% |
| Participant deferral / active EE | $3,044 | $3,265-6.8% | $4,245-28.3% | $3,740-18.6% |
| Admin fee / account holder | $24,449 | $6,013+306.6% | $6,642+268.1% | $5,306+360.8% |