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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 | $80,554 | $86,288-6.6% | $111,306-27.6% | $85,851-6.2% |
| Participation rate | 68.1% | 73.3%-5.3pp | 77.3%-9.3pp | 69.3%-1.3pp |
| Annual return | 7.37% | 19.99%-12.6pp | 54.67%-47.3pp | 318.63%-311.3pp |
| Employer contribution / active EE | $1,210 | $2,044-40.8% | $2,732-55.7% | $2,565-52.8% |
| Participant deferral / active EE | $2,929 | $3,641-19.6% | $4,488-34.7% | $3,952-25.9% |
| Admin fee / account holder | $13,247 | $8,189+61.8% | $7,966+66.3% | $6,261+111.6% |