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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 | $53,298 | $86,940-38.7% | $102,434-48.0% | $80,935-34.1% |
| Participation rate | 39.7% | 72.4%-32.7pp | 76.5%-36.8pp | 67.7%-27.9pp |
| Annual return | 10.32% | 18.89%-8.6pp | 29.46%-19.1pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,008 | $2,370-57.5% | $3,023-66.7% | $2,757-63.4% |
| Participant deferral / active EE | $2,540 | $4,121-38.4% | $5,055-49.8% | $4,299-40.9% |
| Admin fee / account holder | $20,079 | $8,047+149.5% | $9,462+112.2% | $6,924+190.0% |