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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 | $58,009 | $89,364-35.1% | $141,177-58.9% | $72,983-20.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 17.71% | 111.86%-94.1pp | 71.40%-53.7pp | 81.01%-63.3pp |
| Employer contribution / active EE | $2,122 | $3,115-31.9% | $4,736-55.2% | $2,440-13.0% |
| Participant deferral / active EE | $5,034 | $5,419-7.1% | $6,710-25.0% | $3,608+39.5% |
| Admin fee / account holder | $15,787 | $5,959+164.9% | $10,263+53.8% | $5,124+208.1% |