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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 | $75,509 | $63,904+18.2% | $89,340-15.5% | $67,986+11.1% |
| Participation rate | 33.1% | 54.3%-21.3pp | 69.6%-36.5pp | 57.2%-24.1pp |
| Annual return | 12.21% | 18.09%-5.9pp | 20.57%-8.4pp | 31.67%-19.5pp |
| Employer contribution / active EE | $1,167 | $1,627-28.3% | $2,231-47.7% | $2,019-42.2% |
| Participant deferral / active EE | $2,394 | $2,691-11.0% | $3,823-37.4% | $3,358-28.7% |
| Admin fee / account holder | $18,690 | $3,315+463.9% | $6,704+178.8% | $3,203+483.5% |