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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 | $80,190 | $94,436-15.1% | $115,599-30.6% | $82,637-3.0% |
| Participation rate | 50.5% | 70.4%-19.9pp | 74.3%-23.8pp | 68.1%-17.5pp |
| Annual return | 11.73% | 18.37%-6.6pp | 111.10%-99.4pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,251 | $2,324-46.2% | $2,955-57.7% | $2,552-51.0% |
| Participant deferral / active EE | $2,199 | $3,955-44.4% | $4,889-55.0% | $4,126-46.7% |
| Admin fee / account holder | $1,617 | $10,328-84.3% | $12,841-87.4% | $7,339-78.0% |