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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 | $65,519 | $80,983-19.1% | $96,544-32.1% | $75,177-12.8% |
| Participation rate | 45.0% | 71.8%-26.8pp | 76.0%-31.0pp | 67.2%-22.2pp |
| Annual return | 9.04% | 27.05%-18.0pp | 25.88%-16.8pp | 160.75%-151.7pp |
| Employer contribution / active EE | $1,052 | $2,282-53.9% | $2,966-64.5% | $2,671-60.6% |
| Participant deferral / active EE | $3,280 | $3,929-16.5% | $4,851-32.4% | $4,126-20.5% |
| Admin fee / account holder | $26,997 | $6,717+301.9% | $8,254+227.1% | $5,651+377.7% |