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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 | $47,671 | $72,272-34.0% | $101,264-52.9% | $79,858-40.3% |
| Participation rate | 32.4% | 68.5%-36.1pp | 75.8%-43.5pp | 69.6%-37.3pp |
| Annual return | 6.53% | 22.30%-15.8pp | 46.48%-40.0pp | 31.72%-25.2pp |
| Employer contribution / active EE | $1,113 | $2,692-58.6% | $3,660-69.6% | $2,471-54.9% |
| Participant deferral / active EE | $2,117 | $3,282-35.5% | $4,370-51.6% | $3,740-43.4% |
| Admin fee / account holder | $21,739 | $4,401+394.0% | $5,947+265.6% | $5,306+309.7% |