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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 | $64,938 | $76,407-15.0% | $150,298-56.8% | $82,448-21.2% |
| Participation rate | 59.4% | 66.4%-7.0pp | 77.8%-18.4pp | 68.1%-8.7pp |
| Annual return | 7.36% | 39.99%-32.6pp | 62.79%-55.4pp | 41.64%-34.3pp |
| Employer contribution / active EE | $1,244 | $2,614-52.4% | $4,154-70.0% | $2,551-51.2% |
| Participant deferral / active EE | $3,774 | $3,214+17.4% | $5,453-30.8% | $4,139-8.8% |
| Admin fee / account holder | $62,642 | $6,352+886.2% | $14,116+343.8% | $7,234+765.9% |