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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 | $65,315 | $123,155-47.0% | $108,753-39.9% | $155,188-57.9% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 5.22% | 44.73%-39.5pp | 37.47%-32.3pp | 148.84%-143.6pp |
| Employer contribution / active EE | $1,186 | $2,811-57.8% | $2,427-51.1% | $4,248-72.1% |
| Participant deferral / active EE | $1,338 | $4,623-71.1% | $4,115-67.5% | $6,531-79.5% |
| Admin fee / account holder | $32,232 | $12,126+165.8% | $10,320+212.3% | $14,480+122.6% |