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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 | $77,443 | $141,001-45.1% | $112,228-31.0% | $139,487-44.5% |
| Participation rate | 61.5% | 79.2%-17.7pp | 72.4%-10.9pp | 80.3%-18.8pp |
| Annual return | 2.79% | 32.75%-30.0pp | 30.23%-27.4pp | 373.84%-371.1pp |
| Employer contribution / active EE | $1,879 | $4,285-56.2% | $3,432-45.3% | $4,755-60.5% |
| Participant deferral / active EE | $4,435 | $5,877-24.5% | $4,800-7.6% | $6,713-33.9% |
| Admin fee / account holder | $44,184 | $9,959+343.7% | $7,752+470.0% | $11,407+287.3% |