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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 | $64,920-24.1% | $103,693-52.5% | $86,983-43.4% |
| Participation rate | 34.5% | 63.6%-29.1pp | 72.6%-38.2pp | 69.5%-35.1pp |
| Annual return | 3.41% | 30.29%-26.9pp | 47.61%-44.2pp | 25.83%-22.4pp |
| Employer contribution / active EE | $1,068 | $2,141-50.1% | $2,920-63.4% | $2,584-58.7% |
| Participant deferral / active EE | $1,481 | $3,241-54.3% | $4,579-67.7% | $4,194-64.7% |
| Admin fee / account holder | $24,494 | $6,191+295.6% | $7,858+211.7% | $7,856+211.8% |