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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 | $59,996 | $91,179-34.2% | $178,499-66.4% | $79,852-24.9% |
| Participation rate | 64.0% | 69.2%-5.2pp | 81.9%-17.9pp | 69.6%-5.6pp |
| Annual return | 8.23% | 24.19%-16.0pp | 151.10%-142.9pp | 31.72%-23.5pp |
| Employer contribution / active EE | $1,871 | $3,256-42.5% | $5,011-62.7% | $2,471-24.3% |
| Participant deferral / active EE | $2,915 | $3,236-9.9% | $5,202-44.0% | $3,740-22.1% |
| Admin fee / account holder | $22,321 | $6,749+230.8% | $13,986+59.6% | $5,306+320.6% |