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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 | $66,412 | $79,955-16.9% | $98,461-32.5% | $75,173-11.7% |
| Participation rate | 34.3% | 70.4%-36.1pp | 75.2%-40.9pp | 67.2%-32.9pp |
| Annual return | 11.76% | 19.75%-8.0pp | 21.17%-9.4pp | 160.72%-149.0pp |
| Employer contribution / active EE | $1,856 | $2,264-18.0% | $3,049-39.1% | $2,671-30.5% |
| Participant deferral / active EE | $4,685 | $3,752+24.8% | $4,738-1.1% | $4,126+13.5% |
| Admin fee / account holder | $81,874 | $6,841+1096.8% | $8,961+813.7% | $5,651+1349.0% |