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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 | $64,179 | $78,670-18.4% | $109,173-41.2% | $85,847-25.2% |
| Participation rate | 59.6% | 68.3%-8.6pp | 75.9%-16.2pp | 69.3%-9.7pp |
| Annual return | 9.22% | 25.09%-15.9pp | 25.75%-16.5pp | 318.61%-309.4pp |
| Employer contribution / active EE | $1,136 | $2,734-58.4% | $3,723-69.5% | $2,565-55.7% |
| Participant deferral / active EE | $2,179 | $3,467-37.2% | $4,654-53.2% | $3,952-44.9% |
| Admin fee / account holder | $17,031 | $5,469+211.4% | $6,755+152.1% | $6,261+172.0% |