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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 | $62,852 | $106,749-41.1% | $145,433-56.8% | $82,448-23.8% |
| Participation rate | 69.2% | 75.6%-6.4pp | 82.1%-12.9pp | 68.1%+1.2pp |
| Annual return | 11.73% | 27.59%-15.9pp | 66.58%-54.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,527 | $3,444-55.7% | $4,554-66.5% | $2,551-40.2% |
| Participant deferral / active EE | $4,188 | $6,519-35.8% | $7,897-47.0% | $4,139+1.2% |
| Admin fee / account holder | $18,405 | $8,390+119.4% | $13,129+40.2% | $7,234+154.4% |