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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 | $40,689 | $76,407-46.7% | $150,298-72.9% | $82,448-50.6% |
| Participation rate | 53.8% | 66.4%-12.6pp | 77.8%-23.9pp | 68.1%-14.2pp |
| Annual return | 11.72% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,000 | $2,614-61.7% | $4,154-75.9% | $2,551-60.8% |
| Participant deferral / active EE | $1,692 | $3,214-47.4% | $5,453-69.0% | $4,139-59.1% |
| Admin fee / account holder | $15,452 | $6,352+143.3% | $14,116+9.5% | $7,234+113.6% |