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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 | $57,687 | $73,532-21.5% | $178,505-67.7% | $74,478-22.5% |
| Participation rate | 64.5% | 66.6%-2.1pp | 77.1%-12.7pp | 67.2%-2.8pp |
| Annual return | 10.03% | 17.49%-7.5pp | 27.16%-17.1pp | 1370.56%-1360.5pp |
| Employer contribution / active EE | $2,092 | $2,221-5.8% | $3,955-47.1% | $2,626-20.4% |
| Participant deferral / active EE | $4,560 | $4,519+0.9% | $6,280-27.4% | $4,350+4.8% |
| Admin fee / account holder | $24,791 | $1,813+1267.7% | $10,428+137.7% | $1,946+1174.0% |