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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 | $72,008 | $76,551-5.9% | $123,894-41.9% | $62,881+14.5% |
| Participation rate | 45.0% | 73.0%-28.0pp | 81.4%-36.4pp | 69.3%-24.3pp |
| Annual return | 5.63% | 18.68%-13.0pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $4,796 | $2,882+66.4% | $4,617+3.9% | $2,281+110.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $21,151 | $4,826+338.3% | $8,357+153.1% | $4,296+392.4% |