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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 | $111,814-54.8% | $103,374-51.1% | $145,959-65.3% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 4.61% | 24.77%-20.2pp | 24.89%-20.3pp | 561.95%-557.3pp |
| Employer contribution / active EE | $1,412 | $4,214-66.5% | $3,869-63.5% | $4,661-69.7% |
| Participant deferral / active EE | $2,367 | $5,618-57.9% | $5,058-53.2% | $6,689-64.6% |
| Admin fee / account holder | $20,576 | $9,754+110.9% | $8,394+145.1% | $13,398+53.6% |