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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 | $64,741 | $89,259-27.5% | $107,187-39.6% | $82,637-21.7% |
| Participation rate | 52.8% | 67.9%-15.1pp | 75.0%-22.2pp | 68.1%-15.2pp |
| Annual return | 8.19% | 21.02%-12.8pp | 204.55%-196.4pp | 53.51%-45.3pp |
| Employer contribution / active EE | $1,388 | $3,080-54.9% | $3,782-63.3% | $2,552-45.6% |
| Participant deferral / active EE | $3,944 | $4,037-2.3% | $5,096-22.6% | $4,126-4.4% |
| Admin fee / account holder | $51,010 | $7,381+591.1% | $9,162+456.7% | $7,339+595.1% |