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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 | $67,073 | $99,875-32.8% | $146,866-54.3% | $86,983-22.9% |
| Participation rate | 48.3% | 75.8%-27.5pp | 82.5%-34.2pp | 69.5%-21.3pp |
| Annual return | 13.43% | 28.10%-14.7pp | 102.85%-89.4pp | 25.83%-12.4pp |
| Employer contribution / active EE | $1,132 | $3,224-64.9% | $4,425-74.4% | $2,584-56.2% |
| Participant deferral / active EE | $2,936 | $6,322-53.6% | $7,759-62.2% | $4,194-30.0% |
| Admin fee / account holder | $22,096 | $7,838+181.9% | $13,620+62.2% | $7,856+181.3% |