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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 | $72,719 | $84,236-13.7% | $170,439-57.3% | $70,124+3.7% |
| Participation rate | 59.4% | 70.8%-11.5pp | 83.6%-24.2pp | 69.5%-10.2pp |
| Annual return | 11.33% | 23.06%-11.7pp | 205.94%-194.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,596 | $3,387-52.9% | $5,433-70.6% | $2,342-31.9% |
| Participant deferral / active EE | $2,591 | $3,086-16.0% | $4,939-47.5% | $3,332-22.2% |
| Admin fee / account holder | $8,918 | $5,698+56.5% | $13,881-35.8% | $4,645+92.0% |