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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 | $52,902 | $60,442-12.5% | $96,754-45.3% | $87,485-39.5% |
| Participation rate | 24.7% | 58.7%-34.0pp | 70.3%-45.6pp | 68.9%-44.2pp |
| Annual return | 8.49% | 21.97%-13.5pp | 82.04%-73.5pp | 26.06%-17.6pp |
| Employer contribution / active EE | $1,222 | $1,691-27.7% | $2,679-54.4% | $2,596-52.9% |
| Participant deferral / active EE | $1,360 | $3,280-58.5% | $4,758-71.4% | $4,274-68.2% |
| Admin fee / account holder | $17,411 | $5,069+243.5% | $8,905+95.5% | $7,775+123.9% |