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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 | $59,450 | $80,992-26.6% | $96,534-38.4% | $75,173-20.9% |
| Participation rate | 60.7% | 71.8%-11.1pp | 76.0%-15.3pp | 67.2%-6.5pp |
| Annual return | 12.07% | 27.05%-15.0pp | 25.88%-13.8pp | 160.72%-148.6pp |
| Employer contribution / active EE | $1,028 | $2,283-55.0% | $2,965-65.3% | $2,671-61.5% |
| Participant deferral / active EE | $3,546 | $3,929-9.8% | $4,851-26.9% | $4,126-14.1% |
| Admin fee / account holder | $17,232 | $6,717+156.5% | $8,253+108.8% | $5,651+205.0% |