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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 | $60,089 | $94,031-36.1% | $115,768-48.1% | $82,448-27.1% |
| Participation rate | 58.8% | 70.4%-11.6pp | 74.4%-15.6pp | 68.1%-9.2pp |
| Annual return | 7.13% | 20.61%-13.5pp | 100.46%-93.3pp | 41.64%-34.5pp |
| Employer contribution / active EE | $1,313 | $2,323-43.5% | $2,940-55.3% | $2,551-48.5% |
| Participant deferral / active EE | $2,630 | $3,972-33.8% | $4,917-46.5% | $4,139-36.5% |
| Admin fee / account holder | $28,499 | $10,249+178.1% | $12,439+129.1% | $7,234+293.9% |