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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 | $100,784-32.0% | $191,597-64.2% | $82,637-17.1% |
| Participation rate | 64.5% | 70.5%-6.0pp | 76.9%-12.4pp | 68.1%-3.5pp |
| Annual return | 3.10% | 18.13%-15.0pp | 27.07%-24.0pp | 53.51%-50.4pp |
| Employer contribution / active EE | $1,476 | $3,102-52.4% | $5,025-70.6% | $2,552-42.2% |
| Participant deferral / active EE | $2,776 | $4,937-43.8% | $6,850-59.5% | $4,126-32.7% |
| Admin fee / account holder | $44,161 | $10,062+338.9% | $22,799+93.7% | $7,339+501.7% |