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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 | $50,981 | $78,423-35.0% | $95,964-46.9% | $79,856-36.2% |
| Participation rate | 63.0% | 73.5%-10.5pp | 77.1%-14.1pp | 69.6%-6.7pp |
| Annual return | 5.62% | 19.37%-13.7pp | 91.64%-86.0pp | 31.71%-26.1pp |
| Employer contribution / active EE | $1,676 | $1,945-13.8% | $2,541-34.0% | $2,471-32.2% |
| Participant deferral / active EE | $1,955 | $3,440-43.2% | $4,167-53.1% | $3,741-47.7% |
| Admin fee / account holder | $12,283 | $5,622+118.5% | $6,797+80.7% | $5,306+131.5% |