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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 | $68,540 | $92,811-26.2% | $238,191-71.2% | $86,983-21.2% |
| Participation rate | 64.5% | 69.3%-4.8pp | 77.1%-12.6pp | 69.5%-5.0pp |
| Annual return | 3.10% | 16.16%-13.1pp | 13.02%-9.9pp | 25.83%-22.7pp |
| Employer contribution / active EE | $1,476 | $2,728-45.9% | $5,082-71.0% | $2,584-42.9% |
| Participant deferral / active EE | $2,776 | $4,479-38.0% | $6,726-58.7% | $4,194-33.8% |
| Admin fee / account holder | $44,161 | $9,177+381.2% | $34,582+27.7% | $7,856+462.1% |