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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 | $66,222 | $73,978-10.5% | $96,515-31.4% | $75,173-11.9% |
| Participation rate | 51.9% | 66.4%-14.5pp | 74.3%-22.4pp | 67.2%-15.3pp |
| Annual return | 9.63% | 26.72%-17.1pp | 35.73%-26.1pp | 160.72%-151.1pp |
| Employer contribution / active EE | $1,009 | $2,931-65.6% | $3,740-73.0% | $2,671-62.2% |
| Participant deferral / active EE | $1,848 | $3,660-49.5% | $4,880-62.1% | $4,126-55.2% |
| Admin fee / account holder | $10,509 | $5,219+101.4% | $6,735+56.0% | $5,651+86.0% |