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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 | $89,712 | $123,478-27.3% | $216,567-58.6% | $94,015-4.6% |
| Participation rate | 61.1% | 75.1%-14.0pp | 81.6%-20.5pp | 70.8%-9.7pp |
| Annual return | 5.20% | 23.61%-18.4pp | 12.94%-7.7pp | 17.84%-12.6pp |
| Employer contribution / active EE | $1,511 | $3,136-51.8% | $5,216-71.0% | $2,790-45.8% |
| Participant deferral / active EE | $3,753 | $4,556-17.6% | $6,191-39.4% | $4,249-11.7% |
| Admin fee / account holder | $91,435 | $12,753+617.0% | $21,981+316.0% | $8,951+921.5% |