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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 | $49,247 | $69,590-29.2% | $136,867-64.0% | $94,015-47.6% |
| Participation rate | 34.5% | 66.3%-31.8pp | 74.5%-40.1pp | 70.8%-36.3pp |
| Annual return | 3.41% | 19.62%-16.2pp | 42.97%-39.6pp | 17.84%-14.4pp |
| Employer contribution / active EE | $1,068 | $2,396-55.4% | $3,547-69.9% | $2,790-61.7% |
| Participant deferral / active EE | $1,481 | $3,437-56.9% | $4,924-69.9% | $4,249-65.2% |
| Admin fee / account holder | $24,494 | $8,912+174.9% | $10,340+136.9% | $8,951+173.6% |