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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 | $66,229 | $89,370-25.9% | $141,197-53.1% | $72,976-9.2% |
| Participation rate | 46.9% | 75.1%-28.2pp | 82.5%-35.5pp | 69.5%-22.6pp |
| Annual return | 17.76% | 111.88%-94.1pp | 71.41%-53.6pp | 81.02%-63.3pp |
| Employer contribution / active EE | $1,105 | $3,115-64.5% | $4,736-76.7% | $2,440-54.7% |
| Participant deferral / active EE | $2,589 | $5,419-52.2% | $6,710-61.4% | $3,608-28.2% |
| Admin fee / account holder | $1,148 | $5,957-80.7% | $10,265-88.8% | $5,124-77.6% |