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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 | $64,522 | $90,674-28.8% | $96,707-33.3% | $82,448-21.7% |
| Participation rate | 20.7% | 75.9%-55.3pp | 80.4%-59.7pp | 68.1%-47.4pp |
| Annual return | 10.83% | 49.05%-38.2pp | 34.78%-23.9pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,136 | $3,975-71.4% | $4,191-72.9% | $2,551-55.5% |
| Participant deferral / active EE | $2,360 | $5,696-58.6% | $5,997-60.6% | $4,139-43.0% |
| Admin fee / account holder | $25,826 | $7,568+241.3% | $7,503+244.2% | $7,234+257.0% |