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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 | $57,855 | $97,550-40.7% | $120,344-51.9% | $87,485-33.9% |
| Participation rate | 56.3% | 72.8%-16.6pp | 76.7%-20.5pp | 68.9%-12.7pp |
| Annual return | 4.56% | 18.41%-13.9pp | 20.30%-15.7pp | 26.06%-21.5pp |
| Employer contribution / active EE | $1,066 | $2,291-53.5% | $3,020-64.7% | $2,596-58.9% |
| Participant deferral / active EE | $3,113 | $4,230-26.4% | $5,135-39.4% | $4,274-27.2% |
| Admin fee / account holder | $22,045 | $9,543+131.0% | $12,742+73.0% | $7,775+183.5% |