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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 | $81,022 | $96,236-15.8% | $133,698-39.4% | $80,959+0.1% |
| Participation rate | 58.1% | 71.2%-13.1pp | 76.4%-18.4pp | 67.7%-9.6pp |
| Annual return | 6.85% | 28.74%-21.9pp | 580.90%-574.0pp | 35.67%-28.8pp |
| Employer contribution / active EE | $1,185 | $3,350-64.6% | $4,218-71.9% | $2,757-57.0% |
| Participant deferral / active EE | $2,781 | $5,709-51.3% | $7,016-60.4% | $4,300-35.3% |
| Admin fee / account holder | $22,648 | $8,250+174.5% | $6,703+237.9% | $6,925+227.0% |