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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 | $55,902-5.7% | $76,030-30.7% | $80,959-34.9% |
| Participation rate | 58.6% | 62.1%-3.4pp | 69.1%-10.4pp | 67.7%-9.0pp |
| Annual return | 9.70% | 20.59%-10.9pp | 361.54%-351.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,638 | $1,867-12.2% | $2,688-39.0% | $2,757-40.6% |
| Participant deferral / active EE | $4,074 | $3,051+33.5% | $4,257-4.3% | $4,300-5.3% |
| Admin fee / account holder | $13,461 | $5,239+156.9% | $6,421+109.7% | $6,925+94.4% |