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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 | $97,648-38.5% | $121,663-50.6% | $87,485-31.3% |
| Participation rate | 58.8% | 70.5%-11.6pp | 74.5%-15.7pp | 68.9%-10.1pp |
| Annual return | 7.13% | 18.03%-10.9pp | 147.54%-140.4pp | 26.06%-18.9pp |
| Employer contribution / active EE | $1,313 | $2,300-42.9% | $3,020-56.5% | $2,596-49.4% |
| Participant deferral / active EE | $2,630 | $3,923-33.0% | $4,887-46.2% | $4,274-38.5% |
| Admin fee / account holder | $28,499 | $11,100+156.8% | $14,289+99.4% | $7,775+266.6% |