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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 | $65,369 | $96,731-32.4% | $123,973-47.3% | $86,983-24.8% |
| Participation rate | 48.1% | 70.0%-21.9pp | 76.7%-28.5pp | 69.5%-21.4pp |
| Annual return | 7.31% | 17.33%-10.0pp | 388.13%-380.8pp | 25.83%-18.5pp |
| Employer contribution / active EE | $1,003 | $3,297-69.6% | $4,126-75.7% | $2,584-61.2% |
| Participant deferral / active EE | $2,434 | $4,152-41.4% | $5,247-53.6% | $4,194-42.0% |
| Admin fee / account holder | $19,104 | $8,722+119.0% | $11,799+61.9% | $7,856+143.2% |