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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 | $67,524 | $101,798-33.7% | $165,071-59.1% | $80,935-16.6% |
| Participation rate | 44.4% | 71.8%-27.4pp | 78.6%-34.2pp | 67.7%-23.2pp |
| Annual return | 6.27% | 16.73%-10.5pp | 70.17%-63.9pp | 35.66%-29.4pp |
| Employer contribution / active EE | $1,098 | $2,954-62.8% | $4,347-74.7% | $2,757-60.2% |
| Participant deferral / active EE | $2,678 | $4,476-40.2% | $6,035-55.6% | $4,299-37.7% |
| Admin fee / account holder | $11,955 | $8,221+45.4% | $12,695-5.8% | $6,924+72.6% |