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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 | $65,641 | $77,814-15.6% | $158,223-58.5% | $86,983-24.5% |
| Participation rate | 53.3% | 68.4%-15.1pp | 79.2%-25.9pp | 69.5%-16.2pp |
| Annual return | 10.11% | 30.54%-20.4pp | 52.09%-42.0pp | 25.83%-15.7pp |
| Employer contribution / active EE | $1,001 | $2,592-61.4% | $4,109-75.6% | $2,584-61.3% |
| Participant deferral / active EE | $1,574 | $3,270-51.9% | $5,467-71.2% | $4,194-62.5% |
| Admin fee / account holder | $13,244 | $5,879+125.3% | $16,047-17.5% | $7,856+68.6% |