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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 | $73,730 | $122,131-39.6% | $283,941-74.0% | $122,131-39.6% |
| Participation rate | 62.3% | 75.1%-12.8pp | 87.7%-25.4pp | 75.1%-12.8pp |
| Annual return | 10.46% | 16.17%-5.7pp | 1.70%+8.8pp | 16.17%-5.7pp |
| Employer contribution / active EE | $1,453 | $3,608-59.7% | $6,503-77.7% | $3,608-59.7% |
| Participant deferral / active EE | $2,971 | $3,892-23.6% | $5,606-47.0% | $3,892-23.6% |
| Admin fee / account holder | $16,159 | $11,586+39.5% | $30,380-46.8% | $11,586+39.5% |