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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 | $62,728 | $101,618-38.3% | $93,063-32.6% | $137,256-54.3% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 7.67% | 223.95%-216.3pp | 34.15%-26.5pp | 220.34%-212.7pp |
| Employer contribution / active EE | $1,493 | $2,707-44.9% | $2,476-39.7% | $4,156-64.1% |
| Participant deferral / active EE | $1,637 | $4,279-61.7% | $3,958-58.6% | $6,407-74.4% |
| Admin fee / account holder | $13,164 | $6,198+112.4% | $6,033+118.2% | $12,270+7.3% |