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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 | $67,261 | $78,423-14.2% | $95,964-29.9% | $79,856-15.8% |
| Participation rate | 56.9% | 73.5%-16.6pp | 77.1%-20.2pp | 69.6%-12.8pp |
| Annual return | 5.89% | 19.37%-13.5pp | 91.64%-85.8pp | 31.71%-25.8pp |
| Employer contribution / active EE | $1,048 | $1,945-46.2% | $2,541-58.8% | $2,471-57.6% |
| Participant deferral / active EE | $3,148 | $3,440-8.5% | $4,167-24.4% | $3,741-15.8% |
| Admin fee / account holder | $14,407 | $5,622+156.3% | $6,797+111.9% | $5,306+171.5% |