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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 | $63,949-17.3% | $129,031-59.0% | $94,015-43.7% |
| Participation rate | 24.7% | 63.4%-38.7pp | 73.4%-48.7pp | 70.8%-46.1pp |
| Annual return | 8.49% | 17.56%-9.1pp | 34.67%-26.2pp | 17.84%-9.4pp |
| Employer contribution / active EE | $1,222 | $1,865-34.5% | $3,226-62.1% | $2,790-56.2% |
| Participant deferral / active EE | $1,360 | $3,686-63.1% | $5,217-73.9% | $4,249-68.0% |
| Admin fee / account holder | $17,411 | $5,523+215.2% | $13,208+31.8% | $8,951+94.5% |