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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 | $75,541-39.8% | $152,093-70.1% | $82,637-45.0% |
| Participation rate | 55.3% | 66.5%-11.2pp | 77.8%-22.5pp | 68.1%-12.8pp |
| Annual return | 12.97% | 32.56%-19.6pp | 66.36%-53.4pp | 53.51%-40.5pp |
| Employer contribution / active EE | $1,088 | $2,622-58.5% | $4,175-73.9% | $2,552-57.4% |
| Participant deferral / active EE | $2,441 | $3,206-23.8% | $5,451-55.2% | $4,126-40.8% |
| Admin fee / account holder | $21,469 | $6,405+235.2% | $14,497+48.1% | $7,339+192.5% |