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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 | $65,095 | $153,769-57.7% | $133,975-51.4% | $273,972-76.2% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.1%-31.5pp | 83.0%-27.5pp |
| Annual return | 2.17% | 36.51%-34.3pp | 29.29%-27.1pp | 41.46%-39.3pp |
| Employer contribution / active EE | $2,002 | $6,029-66.8% | $5,211-61.6% | $4,869-58.9% |
| Participant deferral / active EE | $2,805 | $6,958-59.7% | $6,282-55.3% | $5,287-47.0% |
| Admin fee / account holder | $31,877 | $11,765+171.0% | $9,324+241.9% | $10,133+214.6% |