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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 | $62,026 | $81,487-23.9% | $102,412-39.4% | $80,935-23.4% |
| Participation rate | 45.5% | 66.8%-21.4pp | 74.5%-29.0pp | 67.7%-22.2pp |
| Annual return | 6.65% | 25.60%-18.9pp | 24.94%-18.3pp | 35.66%-29.0pp |
| Employer contribution / active EE | $1,322 | $3,103-57.4% | $3,870-65.8% | $2,757-52.0% |
| Participant deferral / active EE | $4,204 | $3,871+8.6% | $5,060-16.9% | $4,299-2.2% |
| Admin fee / account holder | $37,136 | $6,717+452.8% | $8,388+342.7% | $6,924+436.3% |