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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 | $55,760 | $76,551-27.2% | $123,894-55.0% | $62,881-11.3% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | 5.31% | 18.68%-13.4pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,807 | $2,882-37.3% | $4,617-60.9% | $2,281-20.8% |
| Participant deferral / active EE | $4,080 | $4,840-15.7% | $5,984-31.8% | $3,203+27.4% |
| Admin fee / account holder | $42,487 | $4,826+780.4% | $8,357+408.4% | $4,296+889.1% |