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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 | $50,391 | $89,367-43.6% | $141,191-64.3% | $72,975-30.9% |
| Participation rate | 41.9% | 75.1%-33.2pp | 82.5%-40.5pp | 69.5%-27.6pp |
| Annual return | 18.47% | 111.87%-93.4pp | 71.41%-52.9pp | 81.01%-62.5pp |
| Employer contribution / active EE | $1,543 | $3,115-50.5% | $4,736-67.4% | $2,440-36.8% |
| Participant deferral / active EE | $12,698 | $5,419+134.3% | $6,710+89.2% | $3,608+252.0% |
| Admin fee / account holder | $27,521 | $5,957+362.0% | $10,264+168.1% | $5,124+437.1% |