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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 | $65,061 | $76,642-15.1% | $146,866-55.7% | $65,306-0.4% |
| Participation rate | 37.6% | 61.2%-23.6pp | 82.5%-44.9pp | 57.7%-20.1pp |
| Annual return | -1.84% | 33.40%-35.2pp | 102.85%-104.7pp | 21.94%-23.8pp |
| Employer contribution / active EE | $1,487 | $2,621-43.3% | $4,425-66.4% | $1,967-24.4% |
| Participant deferral / active EE | $3,136 | $4,864-35.5% | $7,759-59.6% | $2,959+6.0% |
| Admin fee / account holder | $32,927 | $3,960+731.4% | $13,620+141.8% | $3,480+846.2% |