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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 | $43,224 | $88,672-51.3% | $105,223-58.9% | $82,448-47.6% |
| Participation rate | 63.9% | 67.9%-4.0pp | 75.0%-11.2pp | 68.1%-4.2pp |
| Annual return | 8.97% | 30.86%-21.9pp | 180.65%-171.7pp | 41.64%-32.7pp |
| Employer contribution / active EE | $1,054 | $3,048-65.4% | $3,689-71.4% | $2,551-58.7% |
| Participant deferral / active EE | $3,464 | $4,036-14.2% | $5,072-31.7% | $4,139-16.3% |
| Admin fee / account holder | $22,960 | $7,146+221.3% | $8,859+159.2% | $7,234+217.4% |