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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 | $52,692 | $55,930-5.8% | $76,089-30.7% | $80,925-34.9% |
| Participation rate | 58.6% | 62.1%-3.4pp | 69.1%-10.5pp | 67.7%-9.0pp |
| Annual return | 9.70% | 20.58%-10.9pp | 360.94%-351.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $1,638 | $1,866-12.2% | $2,690-39.1% | $2,756-40.6% |
| Participant deferral / active EE | $4,074 | $3,051+33.5% | $4,259-4.4% | $4,299-5.2% |
| Admin fee / account holder | $13,461 | $5,241+156.9% | $6,418+109.7% | $6,940+94.0% |