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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 | $56,302 | $81,233-30.7% | $155,567-63.8% | $80,874-30.4% |
| Participation rate | 52.0% | 66.2%-14.2pp | 78.2%-26.2pp | 67.6%-15.6pp |
| Annual return | 9.74% | 33.33%-23.6pp | 64.74%-55.0pp | 35.62%-25.9pp |
| Employer contribution / active EE | $1,475 | $3,101-52.4% | $4,674-68.4% | $2,756-46.5% |
| Participant deferral / active EE | $3,025 | $3,452-12.4% | $5,628-46.2% | $4,297-29.6% |
| Admin fee / account holder | $16,426 | $7,998+105.4% | $15,916+3.2% | $6,935+136.8% |