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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 | $65,117 | $79,961-18.6% | $98,462-33.9% | $75,177-13.4% |
| Participation rate | 53.1% | 70.4%-17.2pp | 75.2%-22.0pp | 67.2%-14.1pp |
| Annual return | 9.37% | 19.75%-10.4pp | 21.17%-11.8pp | 160.75%-151.4pp |
| Employer contribution / active EE | $1,623 | $2,264-28.3% | $3,049-46.7% | $2,671-39.2% |
| Participant deferral / active EE | $2,408 | $3,753-35.8% | $4,738-49.2% | $4,126-41.6% |
| Admin fee / account holder | $15,093 | $6,842+120.6% | $8,875+70.1% | $5,651+167.1% |