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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 | $85,849 | $124,425-31.0% | $112,040-23.4% | $137,256-37.5% |
| Participation rate | 55.0% | 79.3%-24.3pp | 76.5%-21.5pp | 80.0%-25.0pp |
| Annual return | 8.12% | 24.72%-16.6pp | 24.52%-16.4pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,305 | $3,411-61.7% | $2,954-55.8% | $4,156-68.6% |
| Participant deferral / active EE | $2,304 | $5,718-59.7% | $5,098-54.8% | $6,407-64.0% |
| Admin fee / account holder | $39,380 | $15,207+159.0% | $12,098+225.5% | $12,270+220.9% |