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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 | $64,725 | $89,259-27.5% | $107,187-39.6% | $82,637-21.7% |
| Participation rate | 52.0% | 67.9%-15.9pp | 75.0%-23.0pp | 68.1%-16.1pp |
| Annual return | 8.65% | 21.02%-12.4pp | 204.55%-195.9pp | 53.51%-44.9pp |
| Employer contribution / active EE | $1,157 | $3,080-62.4% | $3,782-69.4% | $2,552-54.7% |
| Participant deferral / active EE | $3,613 | $4,037-10.5% | $5,096-29.1% | $4,126-12.4% |
| Admin fee / account holder | $9,845 | $7,381+33.4% | $9,162+7.5% | $7,339+34.2% |