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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 | $66,220 | $88,672-25.3% | $105,223-37.1% | $82,448-19.7% |
| Participation rate | 50.8% | 67.9%-17.1pp | 75.0%-24.3pp | 68.1%-17.3pp |
| Annual return | 3.36% | 30.86%-27.5pp | 180.65%-177.3pp | 41.64%-38.3pp |
| Employer contribution / active EE | $1,611 | $3,048-47.1% | $3,689-56.3% | $2,551-36.8% |
| Participant deferral / active EE | $2,296 | $4,036-43.1% | $5,072-54.7% | $4,139-44.5% |
| Admin fee / account holder | $5,363 | $7,146-25.0% | $8,859-39.5% | $7,234-25.9% |