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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 | $72,364 | $91,559-21.0% | $133,959-46.0% | $79,858-9.4% |
| Participation rate | 56.3% | 73.3%-17.1pp | 79.8%-23.6pp | 69.6%-13.4pp |
| Annual return | 3.60% | 61.85%-58.2pp | 45.09%-41.5pp | 31.72%-28.1pp |
| Employer contribution / active EE | $1,176 | $2,384-50.7% | $3,919-70.0% | $2,471-52.4% |
| Participant deferral / active EE | $3,017 | $3,734-19.2% | $5,047-40.2% | $3,740-19.3% |
| Admin fee / account holder | $28,140 | $6,321+345.2% | $8,928+215.2% | $5,306+430.3% |