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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 | $73,370 | $95,404-23.1% | $113,397-35.3% | $82,637-11.2% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.5%-19.4pp | 68.1%-10.9pp |
| Annual return | 11.75% | 19.08%-7.3pp | 23.20%-11.4pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,085 | $2,307-53.0% | $2,977-63.6% | $2,552-57.5% |
| Participant deferral / active EE | $1,994 | $4,220-52.7% | $5,076-60.7% | $4,126-51.7% |
| Admin fee / account holder | $25,662 | $9,168+179.9% | $11,957+114.6% | $7,339+249.7% |