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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 | $68,998 | $81,494-15.3% | $133,978-48.5% | $73,497-6.1% |
| Participation rate | 66.4% | 76.4%-10.0pp | 79.8%-13.5pp | 70.7%-4.3pp |
| Annual return | 4.57% | 19.40%-14.8pp | 45.10%-40.5pp | 28.51%-23.9pp |
| Employer contribution / active EE | $1,667 | $2,210-24.6% | $3,919-57.5% | $2,270-26.6% |
| Participant deferral / active EE | $3,338 | $3,787-11.9% | $5,047-33.9% | $3,740-10.7% |
| Admin fee / account holder | $4,866 | $713+582.0% | $8,930-45.5% | $513+848.3% |