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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 | $63,022 | $88,672-28.9% | $105,223-40.1% | $82,448-23.6% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 12.49% | 30.86%-18.4pp | 180.65%-168.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,684 | $3,048-44.8% | $3,689-54.3% | $2,551-34.0% |
| Participant deferral / active EE | $3,753 | $4,036-7.0% | $5,072-26.0% | $4,139-9.3% |
| Admin fee / account holder | $15,578 | $7,146+118.0% | $8,859+75.9% | $7,234+115.3% |