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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 | $81,276-13.1% | $155,574-54.6% | $80,925-12.7% |
| Participation rate | 52.0% | 66.2%-14.2pp | 78.2%-26.2pp | 67.7%-15.7pp |
| Annual return | 9.64% | 33.36%-23.7pp | 64.87%-55.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $1,567 | $3,103-49.5% | $4,676-66.5% | $2,756-43.2% |
| Participant deferral / active EE | $6,518 | $3,453+88.8% | $5,629+15.8% | $4,299+51.6% |
| Admin fee / account holder | $26,882 | $7,993+236.3% | $15,914+68.9% | $6,940+287.3% |