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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 | $67,162 | $123,793-45.7% | $177,840-62.2% | $79,852-15.9% |
| Participation rate | 57.1% | 84.7%-27.5pp | 87.7%-30.6pp | 69.6%-12.5pp |
| Annual return | 8.33% | 22.82%-14.5pp | 48.32%-40.0pp | 31.72%-23.4pp |
| Employer contribution / active EE | $1,312 | $4,095-68.0% | $5,919-77.8% | $2,471-46.9% |
| Participant deferral / active EE | $3,386 | $5,956-43.1% | $7,714-56.1% | $3,740-9.5% |
| Admin fee / account holder | $10,043 | $7,243+38.7% | $12,431-19.2% | $5,306+89.3% |