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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 | $48,432 | $102,385-52.7% | $147,080-67.1% | $80,935-40.2% |
| Participation rate | 46.2% | 75.9%-29.7pp | 82.2%-36.0pp | 67.7%-21.5pp |
| Annual return | 8.63% | 135.09%-126.5pp | 420.17%-411.5pp | 35.66%-27.0pp |
| Employer contribution / active EE | $1,266 | $3,717-65.9% | $4,933-74.3% | $2,757-54.1% |
| Participant deferral / active EE | $2,784 | $6,651-58.1% | $8,066-65.5% | $4,299-35.3% |
| Admin fee / account holder | $9,430 | $7,951+18.6% | $12,989-27.4% | $6,924+36.2% |