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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 | $73,330 | $100,970-27.4% | $96,576-24.1% | $137,256-46.6% |
| Participation rate | 30.8% | 82.6%-51.8pp | 81.4%-50.7pp | 80.0%-49.2pp |
| Annual return | 12.27% | 38.16%-25.9pp | 38.47%-26.2pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,833 | $3,809-25.6% | $3,553-20.3% | $4,156-31.8% |
| Participant deferral / active EE | $7,672 | $8,286-7.4% | $7,956-3.6% | $6,407+19.8% |
| Admin fee / account holder | $30,258 | $11,312+167.5% | $11,381+165.9% | $12,270+146.6% |