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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 | $61,551 | $93,617-34.3% | $135,982-54.7% | $75,177-18.1% |
| Participation rate | 61.9% | 75.2%-13.3pp | 81.9%-20.0pp | 67.2%-5.3pp |
| Annual return | 9.89% | 30.89%-21.0pp | 68.32%-58.4pp | 160.75%-150.9pp |
| Employer contribution / active EE | $1,878 | $3,538-46.9% | $4,859-61.4% | $2,671-29.7% |
| Participant deferral / active EE | $3,454 | $6,406-46.1% | $7,760-55.5% | $4,126-16.3% |
| Admin fee / account holder | $35,418 | $6,980+407.5% | $10,767+228.9% | $5,651+526.7% |