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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 | $74,489 | $76,407-2.5% | $150,298-50.4% | $82,448-9.7% |
| Participation rate | 64.1% | 66.4%-2.3pp | 77.8%-13.7pp | 68.1%-4.0pp |
| Annual return | 10.40% | 39.99%-29.6pp | 62.79%-52.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,350 | $2,614-48.3% | $4,154-67.5% | $2,551-47.1% |
| Participant deferral / active EE | $3,564 | $3,214+10.9% | $5,453-34.6% | $4,139-13.9% |
| Admin fee / account holder | $27,920 | $6,352+339.5% | $14,116+97.8% | $7,234+285.9% |