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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 | $63,027 | $81,504-22.7% | $102,437-38.5% | $80,959-22.1% |
| Participation rate | 47.6% | 66.9%-19.2pp | 74.5%-26.9pp | 67.7%-20.0pp |
| Annual return | 9.89% | 25.60%-15.7pp | 24.95%-15.1pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,497 | $3,104-51.8% | $3,871-61.3% | $2,757-45.7% |
| Participant deferral / active EE | $3,170 | $3,871-18.1% | $5,060-37.3% | $4,300-26.3% |
| Admin fee / account holder | $15,967 | $6,719+137.6% | $8,388+90.4% | $6,925+130.6% |