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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 | $66,821 | $108,825-38.6% | $156,181-57.2% | $82,448-19.0% |
| Participation rate | 38.5% | 72.4%-33.9pp | 78.8%-40.4pp | 68.1%-29.6pp |
| Annual return | 6.90% | 20.59%-13.7pp | 64.87%-58.0pp | 41.64%-34.7pp |
| Employer contribution / active EE | $1,158 | $2,870-59.6% | $4,294-73.0% | $2,551-54.6% |
| Participant deferral / active EE | $1,998 | $4,577-56.3% | $6,132-67.4% | $4,139-51.7% |
| Admin fee / account holder | $16,733 | $9,341+79.1% | $14,586+14.7% | $7,234+131.3% |