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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 | $60,607 | $57,590+5.2% | $86,233-29.7% | $82,448-26.5% |
| Participation rate | 29.7% | 57.9%-28.1pp | 69.0%-39.3pp | 68.1%-38.3pp |
| Annual return | 6.60% | 22.41%-15.8pp | 61.39%-54.8pp | 41.64%-35.0pp |
| Employer contribution / active EE | $1,540 | $1,655-7.0% | $2,504-38.5% | $2,551-39.6% |
| Participant deferral / active EE | $3,017 | $3,080-2.1% | $4,559-33.8% | $4,139-27.1% |
| Admin fee / account holder | $18,120 | $4,730+283.1% | $8,342+117.2% | $7,234+150.5% |