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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 | $55,898 | $68,852-18.8% | $120,524-53.6% | $80,925-30.9% |
| Participation rate | 59.2% | 61.6%-2.4pp | 71.9%-12.7pp | 67.7%-8.4pp |
| Annual return | 10.26% | 23.67%-13.4pp | 107.36%-97.1pp | 35.65%-25.4pp |
| Employer contribution / active EE | $1,682 | $2,063-18.5% | $3,469-51.5% | $2,756-39.0% |
| Participant deferral / active EE | $2,014 | $3,187-36.8% | $4,994-59.7% | $4,299-53.2% |
| Admin fee / account holder | $11,744 | $5,781+103.2% | $9,440+24.4% | $6,940+69.2% |