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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 | $47,515 | $61,787-23.1% | $97,197-51.1% | $80,925-41.3% |
| Participation rate | 51.0% | 63.5%-12.5pp | 72.7%-21.7pp | 67.7%-16.6pp |
| Annual return | 10.07% | -558.16%+568.2pp | 75.47%-65.4pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,007 | $1,836-45.2% | $2,723-63.0% | $2,756-63.5% |
| Participant deferral / active EE | $2,676 | $3,027-11.6% | $4,263-37.2% | $4,299-37.7% |
| Admin fee / account holder | $4,096 | $5,170-20.8% | $5,637-27.3% | $6,940-41.0% |