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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 | $57,923 | $127,790-54.7% | $106,555-45.6% | $167,536-65.4% |
| Participation rate | 68.8% | 78.3%-9.5pp | 76.1%-7.4pp | 82.1%-13.4pp |
| Annual return | 6.59% | 33.88%-27.3pp | 26.80%-20.2pp | 478.82%-472.2pp |
| Employer contribution / active EE | $1,260 | $3,428-63.2% | $2,819-55.3% | $4,839-74.0% |
| Participant deferral / active EE | $3,240 | $5,088-36.3% | $4,399-26.4% | $6,342-48.9% |
| Admin fee / account holder | $33,193 | $11,229+195.6% | $7,408+348.1% | $12,315+169.5% |