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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 | $81,262-36.5% | $155,602-66.8% | $80,911-36.2% |
| Participation rate | 36.5% | 66.2%-29.7pp | 78.2%-41.7pp | 67.6%-31.1pp |
| Annual return | 9.66% | 33.34%-23.7pp | 64.81%-55.2pp | 35.63%-26.0pp |
| Employer contribution / active EE | $1,095 | $3,102-64.7% | $4,675-76.6% | $2,756-60.3% |
| Participant deferral / active EE | $1,878 | $3,451-45.6% | $5,629-66.6% | $4,297-56.3% |
| Admin fee / account holder | $17,118 | $7,992+114.2% | $15,923+7.5% | $6,935+146.9% |