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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 | $63,269 | $72,273-12.5% | $101,275-37.5% | $79,856-20.8% |
| Participation rate | 46.5% | 68.5%-21.9pp | 75.8%-29.3pp | 69.6%-23.1pp |
| Annual return | 10.02% | 22.30%-12.3pp | 46.48%-36.5pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,942 | $2,691-27.8% | $3,660-46.9% | $2,471-21.4% |
| Participant deferral / active EE | $5,636 | $3,282+71.7% | $4,371+29.0% | $3,741+50.7% |
| Admin fee / account holder | $64,673 | $4,401+1369.4% | $5,948+987.3% | $5,306+1118.8% |