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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 | $53,162 | $72,269-26.4% | $101,271-47.5% | $79,852-33.4% |
| Participation rate | 61.3% | 68.5%-7.2pp | 75.8%-14.5pp | 69.6%-8.3pp |
| Annual return | 10.57% | 22.29%-11.7pp | 46.48%-35.9pp | 31.72%-21.2pp |
| Employer contribution / active EE | $1,828 | $2,692-32.1% | $3,660-50.0% | $2,471-26.0% |
| Participant deferral / active EE | $4,485 | $3,282+36.7% | $4,371+2.6% | $3,740+19.9% |
| Admin fee / account holder | $18,312 | $4,401+316.1% | $5,948+207.9% | $5,306+245.1% |