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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 | $63,866 | $76,551-16.6% | $123,894-48.5% | $62,881+1.6% |
| Participation rate | 46.9% | 73.0%-26.1pp | 81.4%-34.5pp | 69.3%-22.4pp |
| Annual return | 5.60% | 18.68%-13.1pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,572 | $2,882-45.5% | $4,617-66.0% | $2,281-31.1% |
| Participant deferral / active EE | $2,979 | $4,840-38.5% | $5,984-50.2% | $3,203-7.0% |
| Admin fee / account holder | $14,040 | $4,826+190.9% | $8,357+68.0% | $4,296+226.8% |