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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 | $77,754 | $95,415-18.5% | $185,851-58.2% | $85,851-9.4% |
| Participation rate | 62.7% | 68.8%-6.1pp | 81.7%-19.1pp | 69.3%-6.7pp |
| Annual return | 10.03% | 23.59%-13.6pp | 122.11%-112.1pp | 318.63%-308.6pp |
| Employer contribution / active EE | $1,134 | $3,314-65.8% | $5,168-78.1% | $2,565-55.8% |
| Participant deferral / active EE | $3,451 | $3,424+0.8% | $5,569-38.0% | $3,952-12.7% |
| Admin fee / account holder | $5,575 | $7,215-22.7% | $16,245-65.7% | $6,261-11.0% |