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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 | $52,105 | $81,276-35.9% | $155,574-66.5% | $80,925-35.6% |
| Participation rate | 42.3% | 66.2%-23.9pp | 78.2%-35.9pp | 67.7%-25.4pp |
| Annual return | 10.44% | 33.36%-22.9pp | 64.87%-54.4pp | 35.65%-25.2pp |
| Employer contribution / active EE | $1,533 | $3,103-50.6% | $4,676-67.2% | $2,756-44.4% |
| Participant deferral / active EE | $2,882 | $3,453-16.5% | $5,629-48.8% | $4,299-32.9% |
| Admin fee / account holder | $58,353 | $7,993+630.0% | $15,914+266.7% | $6,940+740.8% |