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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 | $71,168 | $95,762-25.7% | $379,746-81.3% | $79,852-10.9% |
| Participation rate | 53.6% | 74.0%-20.4pp | 78.4%-24.9pp | 69.6%-16.1pp |
| Annual return | 9.84% | 18.26%-8.4pp | 34.90%-25.1pp | 31.72%-21.9pp |
| Employer contribution / active EE | $1,159 | $2,695-57.0% | $3,540-67.3% | $2,471-53.1% |
| Participant deferral / active EE | $3,071 | $4,705-34.7% | $6,024-49.0% | $3,740-17.9% |
| Admin fee / account holder | $34,334 | $6,745+409.0% | $7,927+333.1% | $5,306+547.0% |