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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 | $60,505 | $80,992-25.3% | $96,534-37.3% | $75,173-19.5% |
| Participation rate | 52.6% | 71.8%-19.2pp | 76.0%-23.4pp | 67.2%-14.6pp |
| Annual return | 11.43% | 27.05%-15.6pp | 25.88%-14.5pp | 160.72%-149.3pp |
| Employer contribution / active EE | $1,126 | $2,283-50.7% | $2,965-62.0% | $2,671-57.8% |
| Participant deferral / active EE | $1,916 | $3,929-51.2% | $4,851-60.5% | $4,126-53.6% |
| Admin fee / account holder | $17,899 | $6,717+166.5% | $8,253+116.9% | $5,651+216.8% |