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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 | $85,515-27.5% | $112,040-44.7% | $67,986-8.8% |
| Participation rate | 52.2% | 68.2%-16.0pp | 76.5%-24.3pp | 57.2%-5.0pp |
| Annual return | 11.11% | 29.68%-18.6pp | 24.52%-13.4pp | 31.67%-20.6pp |
| Employer contribution / active EE | $1,062 | $2,191-51.5% | $2,954-64.0% | $2,019-47.4% |
| Participant deferral / active EE | $2,751 | $4,014-31.5% | $5,098-46.0% | $3,358-18.1% |
| Admin fee / account holder | $18,819 | $3,774+398.7% | $12,098+55.6% | $3,203+487.5% |