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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 | $53,109 | $114,712-53.7% | $173,730-69.4% | $87,485-39.3% |
| Participation rate | 62.5% | 73.0%-10.5pp | 79.6%-17.1pp | 68.9%-6.4pp |
| Annual return | 10.14% | 20.18%-10.0pp | 19.96%-9.8pp | 26.06%-15.9pp |
| Employer contribution / active EE | $2,248 | $2,904-22.6% | $4,577-50.9% | $2,596-13.4% |
| Participant deferral / active EE | $4,187 | $4,642-9.8% | $6,326-33.8% | $4,274-2.0% |
| Admin fee / account holder | $37,513 | $10,210+267.4% | $17,523+114.1% | $7,775+382.5% |