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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 | $68,995 | $55,457+24.4% | $77,361-10.8% | $94,015-26.6% |
| Participation rate | 64.0% | 69.8%-5.8pp | 75.0%-10.9pp | 70.8%-6.8pp |
| Annual return | 9.93% | 15.57%-5.6pp | 1011.54%-1001.6pp | 17.84%-7.9pp |
| Employer contribution / active EE | $740 | $2,255-67.2% | $2,990-75.3% | $2,790-73.5% |
| Participant deferral / active EE | $1,369 | $3,069-55.4% | $3,911-65.0% | $4,249-67.8% |
| Admin fee / account holder | $15,676 | $4,334+261.7% | $5,894+166.0% | $8,951+75.1% |