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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 | $54,792 | $89,367-38.7% | $141,191-61.2% | $72,975-24.9% |
| Participation rate | 60.7% | 75.1%-14.4pp | 82.5%-21.8pp | 69.5%-8.8pp |
| Annual return | 18.60% | 111.87%-93.3pp | 71.41%-52.8pp | 81.01%-62.4pp |
| Employer contribution / active EE | $1,085 | $3,115-65.2% | $4,736-77.1% | $2,440-55.5% |
| Participant deferral / active EE | $3,426 | $5,419-36.8% | $6,710-48.9% | $3,608-5.0% |
| Admin fee / account holder | $10,850 | $5,957+82.2% | $10,264+5.7% | $5,124+111.7% |