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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 | $64,547 | $110,137-41.4% | $161,149-59.9% | $82,637-21.9% |
| Participation rate | 54.5% | 72.4%-17.8pp | 78.8%-24.3pp | 68.1%-13.5pp |
| Annual return | 10.12% | 20.69%-10.6pp | 21.16%-11.0pp | 53.51%-43.4pp |
| Employer contribution / active EE | $1,034 | $2,856-63.8% | $4,360-76.3% | $2,552-59.5% |
| Participant deferral / active EE | $5,440 | $4,575+18.9% | $6,153-11.6% | $4,126+31.9% |
| Admin fee / account holder | $28,659 | $9,467+202.7% | $15,194+88.6% | $7,339+290.5% |