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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 | $87,055 | $97,550-10.8% | $120,344-27.7% | $87,485-0.5% |
| Participation rate | 51.5% | 72.8%-21.3pp | 76.7%-25.2pp | 68.9%-17.4pp |
| Annual return | 8.33% | 18.41%-10.1pp | 20.30%-12.0pp | 26.06%-17.7pp |
| Employer contribution / active EE | $1,589 | $2,291-30.6% | $3,020-47.4% | $2,596-38.8% |
| Participant deferral / active EE | $2,386 | $4,230-43.6% | $5,135-53.5% | $4,274-44.2% |
| Admin fee / account holder | $16,773 | $9,543+75.8% | $12,742+31.6% | $7,775+115.7% |