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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 | $79,494 | $70,430+12.9% | $96,572-17.7% | $85,851-7.4% |
| Participation rate | 57.7% | 61.8%-4.1pp | 69.8%-12.1pp | 69.3%-11.6pp |
| Annual return | 4.55% | 18.58%-14.0pp | 37.79%-33.2pp | 318.63%-314.1pp |
| Employer contribution / active EE | $1,802 | $1,413+27.5% | $2,357-23.6% | $2,565-29.8% |
| Participant deferral / active EE | $4,730 | $2,894+63.4% | $3,850+22.9% | $3,952+19.7% |
| Admin fee / account holder | $45,368 | $4,996+808.1% | $6,183+633.7% | $6,261+624.6% |