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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 | $82,944 | $135,956-39.0% | $123,894-33.1% | $273,970-69.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 3.40% | 56.63%-53.2pp | 47.52%-44.1pp | 41.46%-38.1pp |
| Employer contribution / active EE | $1,638 | $5,170-68.3% | $4,617-64.5% | $4,869-66.4% |
| Participant deferral / active EE | $4,064 | $6,343-35.9% | $5,984-32.1% | $5,287-23.1% |
| Admin fee / account holder | $32,889 | $9,817+235.0% | $8,357+293.5% | $10,132+224.6% |