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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 | $80,092 | $101,752-21.3% | $164,928-51.4% | $80,911-1.0% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.6%-7.6pp |
| Annual return | 3.87% | 16.73%-12.9pp | 70.08%-66.2pp | 35.63%-31.8pp |
| Employer contribution / active EE | $3,743 | $2,953+26.7% | $4,343-13.8% | $2,756+35.8% |
| Participant deferral / active EE | $4,550 | $4,477+1.6% | $6,034-24.6% | $4,297+5.9% |
| Admin fee / account holder | $167,609 | $8,218+1939.6% | $12,684+1221.4% | $6,935+2317.0% |