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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 | $40,095 | $88,672-54.8% | $105,223-61.9% | $82,448-51.4% |
| Participation rate | 31.3% | 67.9%-36.7pp | 75.0%-43.8pp | 68.1%-36.8pp |
| Annual return | 10.12% | 30.86%-20.7pp | 180.65%-170.5pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,099 | $3,048-64.0% | $3,689-70.2% | $2,551-56.9% |
| Participant deferral / active EE | $3,352 | $4,036-17.0% | $5,072-33.9% | $4,139-19.0% |
| Admin fee / account holder | $29,657 | $7,146+315.0% | $8,859+234.8% | $7,234+309.9% |