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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 | $64,540 | $51,166+26.1% | $70,544-8.5% | $71,511-9.7% |
| Participation rate | 46.9% | 59.4%-12.5pp | 68.4%-21.5pp | 67.9%-21.0pp |
| Annual return | 13.08% | 42.71%-29.6pp | 32.79%-19.7pp | 28.86%-15.8pp |
| Employer contribution / active EE | $1,329 | $1,793-25.9% | $2,976-55.3% | $2,589-48.7% |
| Participant deferral / active EE | $2,205 | $3,031-27.3% | $4,568-51.7% | $4,291-48.6% |
| Admin fee / account holder | $18,702 | $2,000+835.1% | $6,427+191.0% | $1,588+1077.3% |