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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 | $57,536 | $65,961-12.8% | $180,320-68.1% | $94,015-38.8% |
| Participation rate | 47.2% | 61.3%-14.0pp | 71.5%-24.3pp | 70.8%-23.6pp |
| Annual return | 2.92% | 14.27%-11.3pp | 778.54%-775.6pp | 17.84%-14.9pp |
| Employer contribution / active EE | $1,379 | $1,737-20.6% | $4,108-66.4% | $2,790-50.6% |
| Participant deferral / active EE | $3,520 | $3,003+17.2% | $4,304-18.2% | $4,249-17.2% |
| Admin fee / account holder | $17,857 | $4,901+264.4% | $10,000+78.6% | $8,951+99.5% |