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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 | $68,295 | $71,197-4.1% | $93,669-27.1% | $80,925-15.6% |
| Participation rate | 58.3% | 60.4%-2.1pp | 68.7%-10.4pp | 67.7%-9.3pp |
| Annual return | 8.56% | 11.27%-2.7pp | 133.59%-125.0pp | 35.65%-27.1pp |
| Employer contribution / active EE | $1,196 | $1,565-23.6% | $2,424-50.7% | $2,756-56.6% |
| Participant deferral / active EE | $2,940 | $4,036-27.1% | $4,416-33.4% | $4,299-31.6% |
| Admin fee / account holder | $15,255 | $6,959+119.2% | $8,291+84.0% | $6,940+119.8% |