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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 | $101,752-35.8% | $164,928-60.4% | $80,911-19.2% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.6%-17.6pp |
| Annual return | 9.66% | 16.73%-7.1pp | 70.08%-60.4pp | 35.63%-26.0pp |
| Employer contribution / active EE | $1,384 | $2,953-53.1% | $4,343-68.1% | $2,756-49.8% |
| Participant deferral / active EE | $2,030 | $4,477-54.7% | $6,034-66.4% | $4,297-52.8% |
| Admin fee / account holder | $19,480 | $8,218+137.0% | $12,684+53.6% | $6,935+180.9% |