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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 | $61,988 | $79,867-22.4% | $120,344-48.5% | $64,340-3.7% |
| Participation rate | 52.2% | 63.0%-10.8pp | 76.7%-24.5pp | 55.2%-3.0pp |
| Annual return | 11.11% | 21.10%-10.0pp | 20.30%-9.2pp | 24.14%-13.0pp |
| Employer contribution / active EE | $1,062 | $1,925-44.8% | $3,020-64.8% | $1,862-42.9% |
| Participant deferral / active EE | $2,751 | $3,593-23.4% | $5,135-46.4% | $2,980-7.7% |
| Admin fee / account holder | $18,819 | $5,039+273.4% | $12,742+47.7% | $3,703+408.3% |