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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 | $67,204 | $80,731-16.8% | $103,374-35.0% | $74,546-9.8% |
| Participation rate | 34.7% | 65.7%-31.0pp | 74.5%-39.8pp | 67.2%-32.5pp |
| Annual return | 11.02% | 27.56%-16.5pp | 24.89%-13.9pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $1,644 | $3,158-47.9% | $3,869-57.5% | $2,624-37.3% |
| Participant deferral / active EE | $2,768 | $3,860-28.3% | $5,058-45.3% | $4,347-36.3% |
| Admin fee / account holder | $14,343 | $2,369+505.5% | $8,394+70.9% | $1,944+638.0% |