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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 | $60,750 | $89,370-32.0% | $141,197-57.0% | $72,976-16.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 17.86% | 111.88%-94.0pp | 71.41%-53.5pp | 81.02%-63.2pp |
| Employer contribution / active EE | $1,103 | $3,115-64.6% | $4,736-76.7% | $2,440-54.8% |
| Participant deferral / active EE | $2,341 | $5,419-56.8% | $6,710-65.1% | $3,608-35.1% |
| Admin fee / account holder | $23,117 | $5,957+288.1% | $10,265+125.2% | $5,124+351.1% |