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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 | $66,448 | $81,276-18.2% | $155,574-57.3% | $80,925-17.9% |
| Participation rate | 52.9% | 66.2%-13.3pp | 78.2%-25.3pp | 67.7%-14.7pp |
| Annual return | 8.76% | 33.36%-24.6pp | 64.87%-56.1pp | 35.65%-26.9pp |
| Employer contribution / active EE | $2,087 | $3,103-32.8% | $4,676-55.4% | $2,756-24.3% |
| Participant deferral / active EE | $4,361 | $3,453+26.3% | $5,629-22.5% | $4,299+1.5% |
| Admin fee / account holder | $26,893 | $7,993+236.4% | $15,914+69.0% | $6,940+287.5% |