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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 | $61,167 | $95,453-35.9% | $112,040-45.4% | $82,448-25.8% |
| Participation rate | 40.5% | 72.8%-32.3pp | 76.5%-36.0pp | 68.1%-27.6pp |
| Annual return | 11.80% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,228 | $2,318-47.0% | $2,954-58.4% | $2,551-51.9% |
| Participant deferral / active EE | $2,809 | $4,224-33.5% | $5,098-44.9% | $4,139-32.1% |
| Admin fee / account holder | $17,960 | $9,013+99.3% | $12,098+48.5% | $7,234+148.3% |