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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 | $62,662 | $88,360-29.1% | $145,433-56.9% | $67,986-7.8% |
| Participation rate | 56.9% | 65.5%-8.6pp | 82.1%-25.2pp | 57.2%-0.3pp |
| Annual return | 14.04% | 63.15%-49.1pp | 66.58%-52.5pp | 31.67%-17.6pp |
| Employer contribution / active EE | $1,298 | $3,054-57.5% | $4,554-71.5% | $2,019-35.7% |
| Participant deferral / active EE | $2,625 | $5,932-55.7% | $7,897-66.8% | $3,358-21.8% |
| Admin fee / account holder | $5,644 | $3,313+70.4% | $13,129-57.0% | $3,203+76.2% |