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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 | $61,320 | $94,031-34.8% | $115,768-47.0% | $82,448-25.6% |
| Participation rate | 58.8% | 70.4%-11.6pp | 74.4%-15.6pp | 68.1%-9.2pp |
| Annual return | 6.16% | 20.61%-14.4pp | 100.46%-94.3pp | 41.64%-35.5pp |
| Employer contribution / active EE | $1,107 | $2,323-52.4% | $2,940-62.3% | $2,551-56.6% |
| Participant deferral / active EE | $2,247 | $3,972-43.4% | $4,917-54.3% | $4,139-45.7% |
| Admin fee / account holder | $20,112 | $10,249+96.2% | $12,439+61.7% | $7,234+178.0% |