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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 | $42,352 | $123,155-65.6% | $108,753-61.1% | $155,188-72.7% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 5.06% | 44.73%-39.7pp | 37.47%-32.4pp | 148.84%-143.8pp |
| Employer contribution / active EE | $1,462 | $2,811-48.0% | $2,427-39.8% | $4,248-65.6% |
| Participant deferral / active EE | $6,396 | $4,623+38.4% | $4,115+55.4% | $6,531-2.1% |
| Admin fee / account holder | $30,671 | $12,126+152.9% | $10,320+197.2% | $14,480+111.8% |