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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 | $61,276 | $78,682-22.1% | $109,188-43.9% | $85,851-28.6% |
| Participation rate | 28.0% | 68.3%-40.3pp | 75.9%-47.9pp | 69.3%-41.3pp |
| Annual return | 9.95% | 25.09%-15.1pp | 25.76%-15.8pp | 318.63%-308.7pp |
| Employer contribution / active EE | $1,409 | $2,734-48.4% | $3,723-62.1% | $2,565-45.1% |
| Participant deferral / active EE | $2,047 | $3,468-41.0% | $4,654-56.0% | $3,952-48.2% |
| Admin fee / account holder | $11,538 | $5,470+111.0% | $6,755+70.8% | $6,261+84.3% |