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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 | $67,902 | $89,259-23.9% | $107,187-36.7% | $82,637-17.8% |
| Participation rate | 39.0% | 67.9%-28.9pp | 75.0%-36.0pp | 68.1%-29.0pp |
| Annual return | 10.97% | 21.02%-10.1pp | 204.55%-193.6pp | 53.51%-42.5pp |
| Employer contribution / active EE | $1,165 | $3,080-62.2% | $3,782-69.2% | $2,552-54.4% |
| Participant deferral / active EE | $2,074 | $4,037-48.6% | $5,096-59.3% | $4,126-49.7% |
| Admin fee / account holder | $15,768 | $7,381+113.6% | $9,162+72.1% | $7,339+114.9% |