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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 | $71,429 | $53,841+32.7% | $75,731-5.7% | $85,851-16.8% |
| Participation rate | 60.4% | 69.0%-8.6pp | 74.8%-14.4pp | 69.3%-8.9pp |
| Annual return | 10.02% | 24.54%-14.5pp | 104.65%-94.6pp | 318.63%-308.6pp |
| Employer contribution / active EE | $1,575 | $2,017-21.9% | $2,743-42.6% | $2,565-38.6% |
| Participant deferral / active EE | $3,834 | $2,895+32.4% | $3,820+0.4% | $3,952-3.0% |
| Admin fee / account holder | $21,300 | $3,340+537.7% | $3,620+488.4% | $6,261+240.2% |