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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 | $66,127 | $72,272-8.5% | $101,264-34.7% | $79,858-17.2% |
| Participation rate | 63.3% | 68.5%-5.1pp | 75.8%-12.5pp | 69.6%-6.3pp |
| Annual return | 5.24% | 22.30%-17.1pp | 46.48%-41.2pp | 31.72%-26.5pp |
| Employer contribution / active EE | $2,200 | $2,692-18.2% | $3,660-39.9% | $2,471-10.9% |
| Participant deferral / active EE | $3,582 | $3,282+9.1% | $4,370-18.1% | $3,740-4.2% |
| Admin fee / account holder | $49,797 | $4,401+1031.6% | $5,947+737.4% | $5,306+838.5% |