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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 | $64,228 | $71,057-9.6% | $93,654-31.4% | $80,874-20.6% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.6%-17.6pp |
| Annual return | 9.95% | 11.26%-1.3pp | 133.34%-123.4pp | 35.62%-25.7pp |
| Employer contribution / active EE | $1,156 | $1,564-26.1% | $2,421-52.3% | $2,756-58.1% |
| Participant deferral / active EE | $2,541 | $4,034-37.0% | $4,413-42.4% | $4,297-40.9% |
| Admin fee / account holder | $67,044 | $6,944+865.5% | $8,282+709.5% | $6,935+866.7% |