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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 | $48,223 | $112,729-57.2% | $98,716-51.1% | $137,256-64.9% |
| Participation rate | 65.2% | 74.2%-9.0pp | 69.3%-4.1pp | 80.0%-14.7pp |
| Annual return | 9.76% | 38.48%-28.7pp | 31.81%-22.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,487 | $2,725-45.4% | $2,279-34.7% | $4,156-64.2% |
| Participant deferral / active EE | $4,133 | $4,640-10.9% | $4,048+2.1% | $6,407-35.5% |
| Admin fee / account holder | $63,471 | $10,129+526.7% | $8,703+629.3% | $12,270+417.3% |