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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 | $65,344 | $101,798-35.8% | $165,071-60.4% | $80,935-19.3% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.7%-17.7pp |
| Annual return | 9.66% | 16.73%-7.1pp | 70.17%-60.5pp | 35.66%-26.0pp |
| Employer contribution / active EE | $1,384 | $2,954-53.2% | $4,347-68.2% | $2,757-49.8% |
| Participant deferral / active EE | $2,030 | $4,476-54.7% | $6,035-66.4% | $4,299-52.8% |
| Admin fee / account holder | $19,480 | $8,221+136.9% | $12,695+53.4% | $6,924+181.3% |