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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 | $56,417 | $106,749-47.1% | $145,433-61.2% | $82,448-31.6% |
| Participation rate | 37.5% | 75.6%-38.1pp | 82.1%-44.6pp | 68.1%-30.6pp |
| Annual return | 12.64% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,024 | $3,444-41.2% | $4,554-55.6% | $2,551-20.7% |
| Participant deferral / active EE | $4,097 | $6,519-37.2% | $7,897-48.1% | $4,139-1.0% |
| Admin fee / account holder | $15,688 | $8,390+87.0% | $13,129+19.5% | $7,234+116.9% |