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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 | $115,931-26.6% | $185,441-54.1% | $86,983-2.2% |
| Participation rate | 59.7% | 73.6%-13.9pp | 80.3%-20.6pp | 69.5%-9.8pp |
| Annual return | 8.72% | 21.47%-12.8pp | 20.16%-11.4pp | 25.83%-17.1pp |
| Employer contribution / active EE | $1,162 | $2,937-60.4% | $4,672-75.1% | $2,584-55.0% |
| Participant deferral / active EE | $3,076 | $4,551-32.4% | $6,152-50.0% | $4,194-26.6% |
| Admin fee / account holder | $32,281 | $10,687+202.1% | $17,890+80.4% | $7,856+310.9% |