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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 | $68,685 | $99,633-31.1% | $183,328-62.5% | $82,448-16.7% |
| Participation rate | 50.0% | 70.8%-20.8pp | 77.3%-27.3pp | 68.1%-18.1pp |
| Annual return | 11.21% | 17.84%-6.6pp | 29.67%-18.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,545 | $3,256-21.8% | $5,055-49.7% | $2,551-0.2% |
| Participant deferral / active EE | $5,825 | $4,938+18.0% | $6,795-14.3% | $4,139+40.7% |
| Admin fee / account holder | $58,453 | $9,934+488.4% | $21,427+172.8% | $7,234+708.0% |