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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 | $60,461 | $79,557-24.0% | $118,746-49.1% | $70,126-13.8% |
| Participation rate | 47.7% | 71.4%-23.6pp | 78.3%-30.5pp | 69.5%-21.8pp |
| Annual return | 10.96% | 25.64%-14.7pp | 24.54%-13.6pp | 73.15%-62.2pp |
| Employer contribution / active EE | $2,041 | $2,861-28.7% | $4,193-51.3% | $2,343-12.9% |
| Participant deferral / active EE | $3,391 | $4,089-17.1% | $5,332-36.4% | $3,332+1.8% |
| Admin fee / account holder | $18,608 | $5,374+246.2% | $10,720+73.6% | $4,645+300.6% |