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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 | $58,848+3.0% | $88,179-31.3% | $82,637-26.7% |
| Participation rate | 29.7% | 57.9%-28.2pp | 69.1%-39.4pp | 68.1%-38.3pp |
| Annual return | 6.60% | 22.76%-16.2pp | 64.97%-58.4pp | 53.51%-46.9pp |
| Employer contribution / active EE | $1,540 | $1,678-8.3% | $2,549-39.6% | $2,552-39.7% |
| Participant deferral / active EE | $3,017 | $3,124-3.4% | $4,614-34.6% | $4,126-26.9% |
| Admin fee / account holder | $18,120 | $4,795+277.9% | $7,673+136.2% | $7,339+146.9% |