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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 | $87,059-31.6% | $105,608-43.7% | $80,925-26.5% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.7%-7.7pp |
| Annual return | 7.52% | 17.05%-9.5pp | 116.50%-109.0pp | 35.65%-28.1pp |
| Employer contribution / active EE | $1,378 | $2,396-42.5% | $3,167-56.5% | $2,756-50.0% |
| Participant deferral / active EE | $2,547 | $3,986-36.1% | $5,010-49.2% | $4,299-40.8% |
| Admin fee / account holder | $14,400 | $8,443+70.6% | $11,028+30.6% | $6,940+107.5% |