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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 | $61,515 | $79,700-22.8% | $153,643-60.0% | $74,459-17.4% |
| Participation rate | 57.1% | 69.8%-12.7pp | 77.1%-20.0pp | 67.2%-10.1pp |
| Annual return | 8.55% | 15.07%-6.5pp | 15.71%-7.2pp | 1369.70%-1361.2pp |
| Employer contribution / active EE | $1,445 | $4,016-64.0% | $5,039-71.3% | $2,626-45.0% |
| Participant deferral / active EE | $2,469 | $5,315-53.5% | $6,754-63.4% | $4,350-43.2% |
| Admin fee / account holder | $3,519 | $1,790+96.6% | $12,739-72.4% | $1,945+80.9% |