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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 | $96,052-32.8% | $118,106-45.4% | $87,485-26.2% |
| Participation rate | 20.7% | 77.0%-56.3pp | 81.9%-61.2pp | 68.9%-48.2pp |
| Annual return | 10.83% | 24.16%-13.3pp | 19.44%-8.6pp | 26.06%-15.2pp |
| Employer contribution / active EE | $1,136 | $3,939-71.2% | $4,698-75.8% | $2,596-56.3% |
| Participant deferral / active EE | $2,360 | $5,793-59.3% | $6,619-64.3% | $4,274-44.8% |
| Admin fee / account holder | $25,826 | $7,618+239.0% | $8,973+187.8% | $7,775+232.2% |