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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 | $58,670 | $74,706-21.5% | $75,714-22.5% | $79,391-26.1% |
| Participation rate | 64.2% | 75.3%-11.1pp | 74.8%-10.6pp | 70.7%-6.5pp |
| Annual return | 11.23% | 18.52%-7.3pp | 104.62%-93.4pp | 116.88%-105.7pp |
| Employer contribution / active EE | $1,030 | $2,590-60.2% | $2,744-62.4% | $2,428-57.6% |
| Participant deferral / active EE | $2,902 | $3,533-17.9% | $3,820-24.0% | $4,046-28.3% |
| Admin fee / account holder | $20,792 | $374+5452.2% | $3,619+474.6% | $627+3218.7% |