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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 | $51,227 | $102,422-50.0% | $147,117-65.2% | $80,959-36.7% |
| Participation rate | 37.0% | 75.9%-38.8pp | 82.2%-45.1pp | 67.7%-30.6pp |
| Annual return | 9.58% | 135.16%-125.6pp | 420.54%-411.0pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,791 | $3,717-51.8% | $4,932-63.7% | $2,757-35.0% |
| Participant deferral / active EE | $4,581 | $6,652-31.1% | $8,065-43.2% | $4,300+6.5% |
| Admin fee / account holder | $24,545 | $7,953+208.6% | $12,993+88.9% | $6,925+254.4% |