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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 | $72,523 | $87,166-16.8% | $76,735-5.5% | $137,256-47.2% |
| Participation rate | 36.8% | 74.4%-37.5pp | 69.5%-32.7pp | 80.0%-43.1pp |
| Annual return | 2.96% | 26.50%-23.5pp | 29.77%-26.8pp | 220.34%-217.4pp |
| Employer contribution / active EE | $1,974 | $2,904-32.0% | $2,454-19.6% | $4,156-52.5% |
| Participant deferral / active EE | $3,483 | $4,726-26.3% | $4,088-14.8% | $6,407-45.6% |
| Admin fee / account holder | $45,964 | $8,403+447.0% | $7,189+539.3% | $12,270+274.6% |