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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 | $70,143 | $91,198-23.1% | $178,503-60.7% | $79,856-12.2% |
| Participation rate | 46.6% | 69.2%-22.6pp | 81.9%-35.4pp | 69.6%-23.1pp |
| Annual return | 9.91% | 24.20%-14.3pp | 151.12%-141.2pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,221 | $3,257-62.5% | $5,011-75.6% | $2,471-50.6% |
| Participant deferral / active EE | $2,649 | $3,237-18.2% | $5,202-49.1% | $3,741-29.2% |
| Admin fee / account holder | $1,172 | $6,748-82.6% | $13,987-91.6% | $5,306-77.9% |