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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 | $74,220 | $81,276-8.7% | $155,574-52.3% | $80,925-8.3% |
| Participation rate | 56.4% | 66.2%-9.8pp | 78.2%-21.8pp | 67.7%-11.2pp |
| Annual return | 10.24% | 33.36%-23.1pp | 64.87%-54.6pp | 35.65%-25.4pp |
| Employer contribution / active EE | $2,004 | $3,103-35.4% | $4,676-57.1% | $2,756-27.3% |
| Participant deferral / active EE | $2,817 | $3,453-18.4% | $5,629-50.0% | $4,299-34.5% |
| Admin fee / account holder | $14,900 | $7,993+86.4% | $15,914-6.4% | $6,940+114.7% |