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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 | $55,699 | $80,705-31.0% | $115,768-51.9% | $67,986-18.1% |
| Participation rate | 41.5% | 63.0%-21.5pp | 74.4%-32.9pp | 57.2%-15.7pp |
| Annual return | 10.12% | 18.49%-8.4pp | 100.46%-90.3pp | 31.67%-21.5pp |
| Employer contribution / active EE | $992 | $2,046-51.5% | $2,940-66.3% | $2,019-50.9% |
| Participant deferral / active EE | $2,220 | $3,559-37.6% | $4,917-54.8% | $3,358-33.9% |
| Admin fee / account holder | $19,979 | $4,135+383.1% | $12,439+60.6% | $3,203+523.7% |