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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 | $60,130 | $98,766-39.1% | $149,730-59.8% | $79,852-24.7% |
| Participation rate | 55.9% | 75.8%-19.9pp | 82.5%-26.6pp | 69.6%-13.8pp |
| Annual return | 7.43% | 27.43%-20.0pp | 276.70%-269.3pp | 31.72%-24.3pp |
| Employer contribution / active EE | $1,368 | $3,217-57.5% | $4,645-70.6% | $2,471-44.7% |
| Participant deferral / active EE | $2,647 | $5,681-53.4% | $6,843-61.3% | $3,740-29.2% |
| Admin fee / account holder | $9,895 | $6,052+63.5% | $9,310+6.3% | $5,306+86.5% |