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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 | $51,367 | $106,280-51.7% | $96,538-46.8% | $139,487-63.2% |
| Participation rate | 46.7% | 77.8%-31.2pp | 74.3%-27.7pp | 80.3%-33.7pp |
| Annual return | 8.88% | 38.48%-29.6pp | 35.74%-26.9pp | 373.84%-365.0pp |
| Employer contribution / active EE | $1,616 | $4,107-60.7% | $3,740-56.8% | $4,755-66.0% |
| Participant deferral / active EE | $2,359 | $5,457-56.8% | $4,880-51.7% | $6,713-64.9% |
| Admin fee / account holder | $23,427 | $7,888+197.0% | $6,737+247.7% | $11,407+105.4% |