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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 | $38,061 | $89,370-57.4% | $141,197-73.0% | $72,976-47.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 17.97% | 111.88%-93.9pp | 71.41%-53.4pp | 81.02%-63.0pp |
| Employer contribution / active EE | $1,614 | $3,115-48.2% | $4,736-65.9% | $2,440-33.9% |
| Participant deferral / active EE | $3,590 | $5,419-33.8% | $6,710-46.5% | $3,608-0.5% |
| Admin fee / account holder | $15,548 | $5,957+161.0% | $10,265+51.5% | $5,124+203.4% |