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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 | $59,855 | $91,179-34.4% | $178,499-66.5% | $79,852-25.0% |
| Participation rate | 59.2% | 69.2%-10.0pp | 81.9%-22.7pp | 69.6%-10.4pp |
| Annual return | 2.06% | 24.19%-22.1pp | 151.10%-149.0pp | 31.72%-29.7pp |
| Employer contribution / active EE | $2,003 | $3,256-38.5% | $5,011-60.0% | $2,471-18.9% |
| Participant deferral / active EE | $2,919 | $3,236-9.8% | $5,202-43.9% | $3,740-22.0% |
| Admin fee / account holder | $2,475 | $6,749-63.3% | $13,986-82.3% | $5,306-53.4% |