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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 | $50,443 | $65,034-22.4% | $90,970-44.5% | $79,856-36.8% |
| Participation rate | 35.0% | 61.6%-26.6pp | 69.0%-34.0pp | 69.6%-34.6pp |
| Annual return | 6.22% | 30.45%-24.2pp | 134.60%-128.4pp | 31.71%-25.5pp |
| Employer contribution / active EE | $2,150 | $1,247+72.3% | $2,122+1.3% | $2,471-13.0% |
| Participant deferral / active EE | $2,427 | $2,512-3.4% | $3,373-28.0% | $3,741-35.1% |
| Admin fee / account holder | $16,455 | $4,536+262.8% | $5,961+176.1% | $5,306+210.1% |