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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 | $78,690-16.6% | $161,489-59.4% | $87,485-25.0% |
| Participation rate | 53.3% | 67.5%-14.1pp | 78.7%-25.4pp | 68.9%-15.6pp |
| Annual return | 10.11% | 32.74%-22.6pp | 89.72%-79.6pp | 26.06%-15.9pp |
| Employer contribution / active EE | $1,001 | $2,588-61.3% | $4,268-76.5% | $2,596-61.4% |
| Participant deferral / active EE | $1,574 | $3,311-52.5% | $5,630-72.0% | $4,274-63.2% |
| Admin fee / account holder | $13,244 | $6,724+97.0% | $16,006-17.3% | $7,775+70.3% |