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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 | $54,921 | $81,276-32.4% | $155,574-64.7% | $80,925-32.1% |
| Participation rate | 56.7% | 66.2%-9.6pp | 78.2%-21.5pp | 67.7%-11.0pp |
| Annual return | 6.34% | 33.36%-27.0pp | 64.87%-58.5pp | 35.65%-29.3pp |
| Employer contribution / active EE | $7,795 | $3,103+151.2% | $4,676+66.7% | $2,756+182.8% |
| Participant deferral / active EE | $5,067 | $3,453+46.7% | $5,629-10.0% | $4,299+17.9% |
| Admin fee / account holder | $21,409 | $7,993+167.8% | $15,914+34.5% | $6,940+208.5% |