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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 | $72,054 | $94,031-23.4% | $115,768-37.8% | $82,448-12.6% |
| Participation rate | 51.5% | 70.4%-18.9pp | 74.4%-22.9pp | 68.1%-16.6pp |
| Annual return | 9.46% | 20.61%-11.1pp | 100.46%-91.0pp | 41.64%-32.2pp |
| Employer contribution / active EE | $1,351 | $2,323-41.9% | $2,940-54.1% | $2,551-47.1% |
| Participant deferral / active EE | $2,815 | $3,972-29.1% | $4,917-42.7% | $4,139-32.0% |
| Admin fee / account holder | $9,016 | $10,249-12.0% | $12,439-27.5% | $7,234+24.6% |