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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 | $71,597 | $89,259-19.8% | $107,187-33.2% | $82,637-13.4% |
| Participation rate | 48.3% | 67.9%-19.7pp | 75.0%-26.7pp | 68.1%-19.8pp |
| Annual return | 9.95% | 21.02%-11.1pp | 204.55%-194.6pp | 53.51%-43.6pp |
| Employer contribution / active EE | $1,458 | $3,080-52.6% | $3,782-61.4% | $2,552-42.9% |
| Participant deferral / active EE | $2,053 | $4,037-49.1% | $5,096-59.7% | $4,126-50.2% |
| Admin fee / account holder | $16,167 | $7,381+119.0% | $9,162+76.4% | $7,339+120.3% |