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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 | $70,601 | $75,807-6.9% | $116,096-39.2% | $86,983-18.8% |
| Participation rate | 55.6% | 66.9%-11.3pp | 73.3%-17.8pp | 69.5%-14.0pp |
| Annual return | 10.31% | 18.57%-8.3pp | 326.25%-315.9pp | 25.83%-15.5pp |
| Employer contribution / active EE | $1,621 | $1,892-14.3% | $2,503-35.2% | $2,584-37.3% |
| Participant deferral / active EE | $4,077 | $3,212+27.0% | $3,952+3.2% | $4,194-2.8% |
| Admin fee / account holder | $14,317 | $6,659+115.0% | $7,704+85.8% | $7,856+82.2% |