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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 | $59,082 | $106,864-44.7% | $147,318-59.9% | $82,637-28.5% |
| Participation rate | 62.1% | 75.5%-13.4pp | 82.1%-20.0pp | 68.1%-6.0pp |
| Annual return | 9.56% | 27.49%-17.9pp | 70.43%-60.9pp | 53.51%-43.9pp |
| Employer contribution / active EE | $3,318 | $3,417-2.9% | $4,593-27.7% | $2,552+30.0% |
| Participant deferral / active EE | $6,798 | $6,496+4.7% | $7,906-14.0% | $4,126+64.7% |
| Admin fee / account holder | $44,307 | $8,415+426.5% | $13,708+223.2% | $7,339+503.7% |