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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 | $63,863 | $51,708+23.5% | $106,619-40.1% | $62,881+1.6% |
| Participation rate | 65.0% | 66.9%-1.9pp | 78.0%-13.0pp | 69.3%-4.3pp |
| Annual return | 0.81% | 4.69%-3.9pp | 9.42%-8.6pp | 20.14%-19.3pp |
| Employer contribution / active EE | $1,425 | $1,764-19.2% | $3,947-63.9% | $2,281-37.5% |
| Participant deferral / active EE | $2,497 | $2,315+7.8% | $3,930-36.5% | $3,203-22.0% |
| Admin fee / account holder | $58,247 | $3,349+1639.3% | $6,418+807.5% | $4,296+1255.9% |