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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 | $51,589 | $81,331-36.6% | $155,534-66.8% | $80,935-36.3% |
| Participation rate | 36.5% | 66.3%-29.7pp | 78.2%-41.7pp | 67.7%-31.1pp |
| Annual return | 9.66% | 33.37%-23.7pp | 64.92%-55.3pp | 35.66%-26.0pp |
| Employer contribution / active EE | $1,095 | $3,105-64.7% | $4,675-76.6% | $2,757-60.3% |
| Participant deferral / active EE | $1,878 | $3,454-45.6% | $5,630-66.6% | $4,299-56.3% |
| Admin fee / account holder | $17,118 | $7,999+114.0% | $15,900+7.7% | $6,924+147.2% |