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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 | $60,493 | $106,749-43.3% | $145,433-58.4% | $82,448-26.6% |
| Participation rate | 55.1% | 75.6%-20.5pp | 82.1%-27.0pp | 68.1%-13.0pp |
| Annual return | 12.31% | 27.59%-15.3pp | 66.58%-54.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,077 | $3,444-68.7% | $4,554-76.3% | $2,551-57.8% |
| Participant deferral / active EE | $7,081 | $6,519+8.6% | $7,897-10.3% | $4,139+71.1% |
| Admin fee / account holder | $26,849 | $8,390+220.0% | $13,129+104.5% | $7,234+271.1% |