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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 | $36,644 | $91,439-59.9% | $135,974-73.1% | $71,511-48.8% |
| Participation rate | 41.2% | 75.7%-34.5pp | 81.9%-40.7pp | 67.9%-26.8pp |
| Annual return | 16.09% | 29.90%-13.8pp | 68.30%-52.2pp | 28.86%-12.8pp |
| Employer contribution / active EE | $1,656 | $3,705-55.3% | $4,859-65.9% | $2,589-36.0% |
| Participant deferral / active EE | $4,201 | $7,093-40.8% | $7,760-45.9% | $4,291-2.1% |
| Admin fee / account holder | $4,475 | $1,267+253.3% | $10,767-58.4% | $1,588+181.7% |