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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 | $64,237 | $70,430-8.8% | $96,572-33.5% | $85,851-25.2% |
| Participation rate | 56.7% | 61.8%-5.1pp | 69.8%-13.2pp | 69.3%-12.7pp |
| Annual return | 10.17% | 18.58%-8.4pp | 37.79%-27.6pp | 318.63%-308.5pp |
| Employer contribution / active EE | $1,497 | $1,413+5.9% | $2,357-36.5% | $2,565-41.6% |
| Participant deferral / active EE | $3,645 | $2,894+25.9% | $3,850-5.3% | $3,952-7.8% |
| Admin fee / account holder | $21,994 | $4,996+340.2% | $6,183+255.7% | $6,261+251.3% |