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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 | $55,963 | $93,598-40.2% | $135,974-58.8% | $75,173-25.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 14.80% | 30.89%-16.1pp | 68.30%-53.5pp | 160.72%-145.9pp |
| Employer contribution / active EE | $2,493 | $3,538-29.5% | $4,859-48.7% | $2,671-6.6% |
| Participant deferral / active EE | $4,292 | $6,405-33.0% | $7,760-44.7% | $4,126+4.0% |
| Admin fee / account holder | $21,542 | $6,978+208.7% | $10,767+100.1% | $5,651+281.2% |