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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 | $71,580 | $71,215+0.5% | $93,696-23.6% | $80,935-11.6% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.7%-10.5pp |
| Annual return | 8.20% | 11.27%-3.1pp | 133.74%-125.5pp | 35.66%-27.5pp |
| Employer contribution / active EE | $696 | $1,565-55.5% | $2,422-71.3% | $2,757-74.8% |
| Participant deferral / active EE | $2,998 | $4,037-25.7% | $4,417-32.1% | $4,299-30.3% |
| Admin fee / account holder | $55,297 | $6,958+694.7% | $8,287+567.3% | $6,924+698.6% |