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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 | $52,811 | $87,059-39.3% | $105,608-50.0% | $80,925-34.7% |
| Participation rate | 62.9% | 70.4%-7.6pp | 75.3%-12.4pp | 67.7%-4.8pp |
| Annual return | 9.59% | 17.05%-7.5pp | 116.50%-106.9pp | 35.65%-26.1pp |
| Employer contribution / active EE | $1,031 | $2,396-57.0% | $3,167-67.4% | $2,756-62.6% |
| Participant deferral / active EE | $2,212 | $3,986-44.5% | $5,010-55.8% | $4,299-48.5% |
| Admin fee / account holder | $18,280 | $8,443+116.5% | $11,028+65.8% | $6,940+163.4% |