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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 | $45,487 | $76,407-40.5% | $150,298-69.7% | $82,448-44.8% |
| Participation rate | 55.3% | 66.4%-11.1pp | 77.8%-22.5pp | 68.1%-12.8pp |
| Annual return | 12.97% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,088 | $2,614-58.4% | $4,154-73.8% | $2,551-57.3% |
| Participant deferral / active EE | $2,441 | $3,214-24.0% | $5,453-55.2% | $4,139-41.0% |
| Admin fee / account holder | $21,469 | $6,352+238.0% | $14,116+52.1% | $7,234+196.8% |