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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 | $94,436-35.1% | $115,599-47.0% | $82,637-25.8% |
| Participation rate | 58.8% | 70.4%-11.6pp | 74.3%-15.5pp | 68.1%-9.2pp |
| Annual return | 6.16% | 18.37%-12.2pp | 111.10%-104.9pp | 53.51%-47.3pp |
| Employer contribution / active EE | $1,107 | $2,324-52.4% | $2,955-62.5% | $2,552-56.6% |
| Participant deferral / active EE | $2,247 | $3,955-43.2% | $4,889-54.0% | $4,126-45.5% |
| Admin fee / account holder | $20,112 | $10,328+94.7% | $12,841+56.6% | $7,339+174.0% |