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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 | $61,744 | $58,828+5.0% | $78,002-20.8% | $62,881-1.8% |
| Participation rate | 64.3% | 71.1%-6.8pp | 75.5%-11.2pp | 69.3%-5.0pp |
| Annual return | 3.07% | 17.16%-14.1pp | 425.99%-422.9pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,293 | $1,672-22.6% | $2,470-47.6% | $2,281-43.3% |
| Participant deferral / active EE | $2,749 | $2,686+2.4% | $3,497-21.4% | $3,203-14.2% |
| Admin fee / account holder | $9,844 | $4,393+124.1% | $5,481+79.6% | $4,296+129.2% |