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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 | $55,223 | $77,901-29.1% | $149,717-63.1% | $75,181-26.5% |
| Participation rate | 60.0% | 65.6%-5.6pp | 78.8%-18.8pp | 67.2%-7.2pp |
| Annual return | 10.81% | 31.73%-20.9pp | 134.41%-123.6pp | 160.69%-149.9pp |
| Employer contribution / active EE | $1,647 | $3,137-47.5% | $4,820-65.8% | $2,671-38.3% |
| Participant deferral / active EE | $2,206 | $3,411-35.3% | $5,682-61.2% | $4,126-46.5% |
| Admin fee / account holder | $62,825 | $5,949+956.1% | $13,213+375.5% | $5,650+1012.0% |