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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 | $51,201 | $81,358-37.1% | $155,556-67.1% | $80,959-36.8% |
| Participation rate | 57.1% | 66.3%-9.1pp | 78.2%-21.1pp | 67.7%-10.5pp |
| Annual return | 8.85% | 33.39%-24.5pp | 64.84%-56.0pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,789 | $3,106-42.4% | $4,675-61.7% | $2,757-35.1% |
| Participant deferral / active EE | $5,082 | $3,455+47.1% | $5,631-9.7% | $4,300+18.2% |
| Admin fee / account holder | $27,722 | $7,994+246.8% | $15,885+74.5% | $6,925+300.3% |