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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 | $71,230-9.8% | $93,727-31.5% | $80,959-20.7% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 9.95% | 11.26%-1.3pp | 133.83%-123.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,156 | $1,565-26.2% | $2,421-52.3% | $2,757-58.1% |
| Participant deferral / active EE | $2,541 | $4,037-37.1% | $4,417-42.5% | $4,300-40.9% |
| Admin fee / account holder | $67,044 | $6,961+863.1% | $8,292+708.6% | $6,925+868.1% |