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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 | $63,166 | $87,132-27.5% | $105,624-40.2% | $80,959-22.0% |
| Participation rate | 45.1% | 70.4%-25.3pp | 75.3%-30.2pp | 67.7%-22.6pp |
| Annual return | 6.59% | 17.03%-10.4pp | 116.20%-109.6pp | 35.67%-29.1pp |
| Employer contribution / active EE | $1,143 | $2,397-52.3% | $3,168-63.9% | $2,757-58.5% |
| Participant deferral / active EE | $2,139 | $3,985-46.3% | $5,013-57.3% | $4,300-50.3% |
| Admin fee / account holder | $1,131 | $8,449-86.6% | $10,961-89.7% | $6,925-83.7% |