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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 | $57,342 | $111,301-48.5% | $112,977-49.2% | $158,950-63.9% |
| Participation rate | 57.1% | 83.5%-26.4pp | 82.6%-25.4pp | 82.0%-24.8pp |
| Annual return | 7.85% | 26.40%-18.6pp | 24.24%-16.4pp | 302.91%-295.1pp |
| Employer contribution / active EE | $2,298 | $4,471-48.6% | $4,255-46.0% | $4,762-51.7% |
| Participant deferral / active EE | $4,171 | $5,880-29.1% | $5,836-28.5% | $5,983-30.3% |
| Admin fee / account holder | $20,078 | $8,392+139.3% | $6,294+219.0% | $11,248+78.5% |