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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 | $115,225-63.2% | $100,712-57.9% | $138,895-69.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 5.06% | 40.35%-35.3pp | 33.27%-28.2pp | 145.39%-140.3pp |
| Employer contribution / active EE | $1,462 | $2,771-47.2% | $2,313-36.8% | $4,194-65.1% |
| Participant deferral / active EE | $6,396 | $4,699+36.1% | $4,085+56.6% | $6,3960% |
| Admin fee / account holder | $30,671 | $10,844+182.8% | $9,256+231.4% | $12,562+144.2% |