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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 | $80,969 | $106,864-24.2% | $147,318-45.0% | $82,637-2.0% |
| Participation rate | 59.5% | 75.5%-16.0pp | 82.1%-22.6pp | 68.1%-8.6pp |
| Annual return | 11.38% | 27.49%-16.1pp | 70.43%-59.1pp | 53.51%-42.1pp |
| Employer contribution / active EE | $2,316 | $3,417-32.2% | $4,593-49.6% | $2,552-9.3% |
| Participant deferral / active EE | $3,489 | $6,496-46.3% | $7,906-55.9% | $4,126-15.4% |
| Admin fee / account holder | $22,944 | $8,415+172.7% | $13,708+67.4% | $7,339+212.6% |