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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 | $76,779 | $101,798-24.6% | $165,071-53.5% | $80,935-5.1% |
| Participation rate | 57.8% | 71.8%-14.0pp | 78.6%-20.8pp | 67.7%-9.8pp |
| Annual return | 9.70% | 16.73%-7.0pp | 70.17%-60.5pp | 35.66%-26.0pp |
| Employer contribution / active EE | $2,545 | $2,954-13.9% | $4,347-41.5% | $2,757-7.7% |
| Participant deferral / active EE | $4,834 | $4,476+8.0% | $6,035-19.9% | $4,299+12.4% |
| Admin fee / account holder | $53,009 | $8,221+544.8% | $12,695+317.6% | $6,924+665.5% |