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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 | $59,509 | $87,132-31.7% | $105,624-43.7% | $80,959-26.5% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.7%-7.7pp |
| Annual return | 7.52% | 17.03%-9.5pp | 116.20%-108.7pp | 35.67%-28.2pp |
| Employer contribution / active EE | $1,378 | $2,397-42.5% | $3,168-56.5% | $2,757-50.0% |
| Participant deferral / active EE | $2,547 | $3,985-36.1% | $5,013-49.2% | $4,300-40.8% |
| Admin fee / account holder | $14,400 | $8,449+70.4% | $10,961+31.4% | $6,925+107.9% |