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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 | $59,529 | $72,269-17.6% | $101,271-41.2% | $79,852-25.4% |
| Participation rate | 41.3% | 68.5%-27.2pp | 75.8%-34.5pp | 69.6%-28.4pp |
| Annual return | 9.61% | 22.29%-12.7pp | 46.48%-36.9pp | 31.72%-22.1pp |
| Employer contribution / active EE | $1,304 | $2,692-51.6% | $3,660-64.4% | $2,471-47.2% |
| Participant deferral / active EE | $1,678 | $3,282-48.9% | $4,371-61.6% | $3,740-55.1% |
| Admin fee / account holder | $9,857 | $4,401+124.0% | $5,948+65.7% | $5,306+85.8% |