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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 | $42,642 | $77,638-45.1% | $156,551-72.8% | $62,881-32.2% |
| Participation rate | 53.8% | 71.2%-17.4pp | 84.0%-30.2pp | 69.3%-15.5pp |
| Annual return | 3.26% | 50.33%-47.1pp | 32.23%-29.0pp | 20.14%-16.9pp |
| Employer contribution / active EE | $1,086 | $3,444-68.5% | $5,501-80.3% | $2,281-52.4% |
| Participant deferral / active EE | $998 | $3,046-67.2% | $4,871-79.5% | $3,203-68.9% |
| Admin fee / account holder | $8,888 | $5,561+59.8% | $13,028-31.8% | $4,296+106.9% |