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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 | $65,673 | $117,895-44.3% | $102,460-35.9% | $145,897-55.0% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 2.57% | 31.92%-29.3pp | 29.47%-26.9pp | 552.29%-549.7pp |
| Employer contribution / active EE | $2,055 | $3,619-43.2% | $3,025-32.1% | $4,663-55.9% |
| Participant deferral / active EE | $3,821 | $5,736-33.4% | $5,056-24.4% | $6,689-42.9% |
| Admin fee / account holder | $30,029 | $13,353+124.9% | $9,460+217.4% | $13,390+124.3% |