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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 | $66,182 | $69,977-5.4% | $108,582-39.0% | $62,881+5.2% |
| Participation rate | 46.8% | 72.9%-26.1pp | 79.6%-32.8pp | 69.3%-22.5pp |
| Annual return | 4.21% | 10.73%-6.5pp | -51.70%+55.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,095 | $2,135-48.7% | $3,758-70.9% | $2,281-52.0% |
| Participant deferral / active EE | $1,622 | $3,165-48.7% | $4,311-62.4% | $3,203-49.3% |
| Admin fee / account holder | $19,908 | $5,076+292.2% | $7,645+160.4% | $4,296+363.4% |