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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 | $61,383 | $80,983-24.2% | $96,544-36.4% | $75,177-18.3% |
| Participation rate | 56.8% | 71.8%-15.0pp | 76.0%-19.2pp | 67.2%-10.4pp |
| Annual return | 9.44% | 27.05%-17.6pp | 25.88%-16.4pp | 160.75%-151.3pp |
| Employer contribution / active EE | $1,309 | $2,282-42.6% | $2,966-55.9% | $2,671-51.0% |
| Participant deferral / active EE | $2,492 | $3,929-36.6% | $4,851-48.6% | $4,126-39.6% |
| Admin fee / account holder | $21,984 | $6,717+227.3% | $8,254+166.3% | $5,651+289.0% |