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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 | $62,103 | $89,367-30.5% | $141,191-56.0% | $72,975-14.9% |
| Participation rate | 47.2% | 75.1%-27.9pp | 82.5%-35.3pp | 69.5%-22.3pp |
| Annual return | 16.87% | 111.87%-95.0pp | 71.41%-54.5pp | 81.01%-64.1pp |
| Employer contribution / active EE | $1,768 | $3,115-43.3% | $4,736-62.7% | $2,440-27.6% |
| Participant deferral / active EE | $3,309 | $5,419-38.9% | $6,710-50.7% | $3,608-8.3% |
| Admin fee / account holder | $10,254 | $5,957+72.2% | $10,264-0.1% | $5,124+100.1% |