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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 | $69,828 | $81,208-14.0% | $98,920-29.4% | $79,856-12.6% |
| Participation rate | 62.2% | 72.5%-10.3pp | 76.0%-13.9pp | 69.6%-7.5pp |
| Annual return | 8.53% | 60.99%-52.5pp | 196.47%-187.9pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,155 | $1,960-41.1% | $2,689-57.1% | $2,471-53.3% |
| Participant deferral / active EE | $2,754 | $3,265-15.6% | $4,245-35.1% | $3,741-26.4% |
| Admin fee / account holder | $13,872 | $6,013+130.7% | $6,643+108.8% | $5,306+161.4% |