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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 | $70,642 | $81,233-13.0% | $155,567-54.6% | $80,874-12.7% |
| Participation rate | 52.0% | 66.2%-14.2pp | 78.2%-26.2pp | 67.6%-15.6pp |
| Annual return | 9.64% | 33.33%-23.7pp | 64.74%-55.1pp | 35.62%-26.0pp |
| Employer contribution / active EE | $1,567 | $3,101-49.5% | $4,674-66.5% | $2,756-43.1% |
| Participant deferral / active EE | $6,518 | $3,452+88.8% | $5,628+15.8% | $4,297+51.7% |
| Admin fee / account holder | $26,882 | $7,998+236.1% | $15,916+68.9% | $6,935+287.6% |