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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 | $93,345-29.1% | $119,126-44.4% | $87,485-24.3% |
| Participation rate | 50.8% | 68.7%-17.9pp | 75.8%-25.0pp | 68.9%-18.1pp |
| Annual return | 3.36% | 19.08%-15.7pp | 282.11%-278.8pp | 26.06%-22.7pp |
| Employer contribution / active EE | $1,611 | $3,172-49.2% | $4,034-60.1% | $2,596-37.9% |
| Participant deferral / active EE | $2,296 | $4,099-44.0% | $5,318-56.8% | $4,274-46.3% |
| Admin fee / account holder | $5,363 | $8,039-33.3% | $10,693-49.8% | $7,775-31.0% |