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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 | $85,083 | $123,478-31.1% | $216,567-60.7% | $94,015-9.5% |
| Participation rate | 59.7% | 75.1%-15.4pp | 81.6%-21.9pp | 70.8%-11.1pp |
| Annual return | 8.72% | 23.61%-14.9pp | 12.94%-4.2pp | 17.84%-9.1pp |
| Employer contribution / active EE | $1,162 | $3,136-62.9% | $5,216-77.7% | $2,790-58.4% |
| Participant deferral / active EE | $3,076 | $4,556-32.5% | $6,191-50.3% | $4,249-27.6% |
| Admin fee / account holder | $32,281 | $12,753+153.1% | $21,981+46.9% | $8,951+260.6% |