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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 | $86,050-13.4% | $189,758-60.7% | $94,015-20.8% |
| Participation rate | 64.1% | 68.9%-4.8pp | 79.8%-15.7pp | 70.8%-6.8pp |
| Annual return | 10.40% | 17.77%-7.4pp | 52.62%-42.2pp | 17.84%-7.4pp |
| Employer contribution / active EE | $1,350 | $2,819-52.1% | $4,767-71.7% | $2,790-51.6% |
| Participant deferral / active EE | $3,564 | $3,349+6.4% | $5,856-39.1% | $4,249-16.1% |
| Admin fee / account holder | $27,920 | $6,627+321.3% | $20,388+36.9% | $8,951+211.9% |