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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 | $114,712-25.8% | $173,730-51.0% | $87,485-2.7% |
| Participation rate | 59.7% | 73.0%-13.3pp | 79.6%-19.9pp | 68.9%-9.2pp |
| Annual return | 8.72% | 20.18%-11.5pp | 19.96%-11.2pp | 26.06%-17.3pp |
| Employer contribution / active EE | $1,162 | $2,904-60.0% | $4,577-74.6% | $2,596-55.2% |
| Participant deferral / active EE | $3,076 | $4,642-33.7% | $6,326-51.4% | $4,274-28.0% |
| Admin fee / account holder | $32,281 | $10,210+216.2% | $17,523+84.2% | $7,775+315.2% |