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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 | $64,938 | $75,541-14.0% | $152,093-57.3% | $82,637-21.4% |
| Participation rate | 59.4% | 66.5%-7.2pp | 77.8%-18.4pp | 68.1%-8.7pp |
| Annual return | 7.36% | 32.56%-25.2pp | 66.36%-59.0pp | 53.51%-46.2pp |
| Employer contribution / active EE | $1,244 | $2,622-52.6% | $4,175-70.2% | $2,552-51.2% |
| Participant deferral / active EE | $3,774 | $3,206+17.7% | $5,451-30.8% | $4,126-8.5% |
| Admin fee / account holder | $62,642 | $6,405+878.1% | $14,497+332.1% | $7,339+753.6% |