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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 | $53,019 | $138,386-61.7% | $184,260-71.2% | $80,935-34.5% |
| Participation rate | 65.4% | 83.9%-18.5pp | 86.8%-21.4pp | 67.7%-2.3pp |
| Annual return | 9.11% | 20.02%-10.9pp | 28.84%-19.7pp | 35.66%-26.5pp |
| Employer contribution / active EE | $3,565 | $4,851-26.5% | $6,427-44.5% | $2,757+29.3% |
| Participant deferral / active EE | $3,564 | $7,076-49.6% | $9,133-61.0% | $4,299-17.1% |
| Admin fee / account holder | $18,009 | $10,489+71.7% | $13,898+29.6% | $6,924+160.1% |