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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 | $67,171 | $101,795-34.0% | $165,100-59.3% | $80,959-17.0% |
| Participation rate | 39.0% | 71.8%-32.9pp | 78.6%-39.7pp | 67.7%-28.7pp |
| Annual return | 9.98% | 16.73%-6.7pp | 70.21%-60.2pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,313 | $2,954-55.5% | $4,348-69.8% | $2,757-52.4% |
| Participant deferral / active EE | $2,626 | $4,476-41.3% | $6,035-56.5% | $4,300-38.9% |
| Admin fee / account holder | $12,831 | $8,221+56.1% | $12,696+1.1% | $6,925+85.3% |