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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 | $50,399 | $76,407-34.0% | $150,298-66.5% | $82,448-38.9% |
| Participation rate | 60.6% | 66.4%-5.8pp | 77.8%-17.2pp | 68.1%-7.5pp |
| Annual return | 11.69% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,272 | $2,614-51.3% | $4,154-69.4% | $2,551-50.1% |
| Participant deferral / active EE | $1,414 | $3,214-56.0% | $5,453-74.1% | $4,139-65.8% |
| Admin fee / account holder | $9,520 | $6,352+49.9% | $14,116-32.6% | $7,234+31.6% |