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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 | $62,249 | $72,273-13.9% | $101,275-38.5% | $79,856-22.0% |
| Participation rate | 61.1% | 68.5%-7.3pp | 75.8%-14.7pp | 69.6%-8.5pp |
| Annual return | 9.61% | 22.30%-12.7pp | 46.48%-36.9pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,215 | $2,691-54.9% | $3,660-66.8% | $2,471-50.8% |
| Participant deferral / active EE | $1,583 | $3,282-51.7% | $4,371-63.8% | $3,741-57.7% |
| Admin fee / account holder | $12,395 | $4,401+181.6% | $5,948+108.4% | $5,306+133.6% |