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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 | $59,447 | $64,324-7.6% | $118,914-50.0% | $79,856-25.6% |
| Participation rate | 60.9% | 64.9%-3.9pp | 75.4%-14.5pp | 69.6%-8.7pp |
| Annual return | 5.87% | 86.45%-80.6pp | 35.89%-30.0pp | 31.71%-25.8pp |
| Employer contribution / active EE | $1,072 | $1,836-41.6% | $3,264-67.1% | $2,471-56.6% |
| Participant deferral / active EE | $2,673 | $2,824-5.3% | $4,266-37.3% | $3,741-28.5% |
| Admin fee / account holder | $12,943 | $4,040+220.4% | $6,582+96.6% | $5,306+143.9% |