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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 | $32,260 | $78,690-59.0% | $161,489-80.0% | $87,485-63.1% |
| Participation rate | 60.0% | 67.5%-7.5pp | 78.7%-18.7pp | 68.9%-8.9pp |
| Annual return | 10.85% | 32.74%-21.9pp | 89.72%-78.9pp | 26.06%-15.2pp |
| Employer contribution / active EE | $1,112 | $2,588-57.0% | $4,268-73.9% | $2,596-57.2% |
| Participant deferral / active EE | $2,315 | $3,311-30.1% | $5,630-58.9% | $4,274-45.8% |
| Admin fee / account holder | $13,253 | $6,724+97.1% | $16,006-17.2% | $7,775+70.5% |