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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 | $60,263 | $93,589-35.6% | $135,942-55.7% | $75,181-19.8% |
| Participation rate | 49.2% | 75.2%-26.0pp | 81.9%-32.8pp | 67.2%-18.0pp |
| Annual return | 10.87% | 30.90%-20.0pp | 68.28%-57.4pp | 160.69%-149.8pp |
| Employer contribution / active EE | $1,271 | $3,537-64.1% | $4,858-73.8% | $2,671-52.4% |
| Participant deferral / active EE | $3,690 | $6,405-42.4% | $7,759-52.4% | $4,126-10.6% |
| Admin fee / account holder | $11,410 | $6,977+63.5% | $10,764+6.0% | $5,650+102.0% |