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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 | $70,622 | $43,749+61.4% | $158,223-55.4% | $65,306+8.1% |
| Participation rate | 50.4% | 56.9%-6.5pp | 79.2%-28.8pp | 57.7%-7.3pp |
| Annual return | 10.10% | 19.41%-9.3pp | 52.09%-42.0pp | 21.94%-11.8pp |
| Employer contribution / active EE | $2,521 | $1,497+68.4% | $4,109-38.6% | $1,967+28.1% |
| Participant deferral / active EE | $968 | $2,019-52.1% | $5,467-82.3% | $2,959-67.3% |
| Admin fee / account holder | $3,198 | $1,930+65.7% | $16,047-80.1% | $3,480-8.1% |