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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 | $95,453-39.4% | $112,040-48.4% | $82,448-29.8% |
| Participation rate | 56.3% | 72.8%-16.5pp | 76.5%-20.2pp | 68.1%-11.8pp |
| Annual return | 4.56% | 23.92%-19.4pp | 24.52%-20.0pp | 41.64%-37.1pp |
| Employer contribution / active EE | $1,066 | $2,318-54.0% | $2,954-63.9% | $2,551-58.2% |
| Participant deferral / active EE | $3,113 | $4,224-26.3% | $5,098-38.9% | $4,139-24.8% |
| Admin fee / account holder | $22,045 | $9,013+144.6% | $12,098+82.2% | $7,234+204.7% |