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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 | $50,580 | $110,337-54.2% | $102,383-50.6% | $145,877-65.3% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 4.61% | 24.83%-20.2pp | 24.94%-20.3pp | 551.28%-546.7pp |
| Employer contribution / active EE | $1,412 | $4,216-66.5% | $3,870-63.5% | $4,663-69.7% |
| Participant deferral / active EE | $2,367 | $5,621-57.9% | $5,060-53.2% | $6,691-64.6% |
| Admin fee / account holder | $20,576 | $9,750+111.0% | $8,391+145.2% | $13,402+53.5% |