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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 | $45,425 | $88,672-48.8% | $105,223-56.8% | $82,448-44.9% |
| Participation rate | 37.1% | 67.9%-30.8pp | 75.0%-37.9pp | 68.1%-30.9pp |
| Annual return | 10.58% | 30.86%-20.3pp | 180.65%-170.1pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,527 | $3,048-49.9% | $3,689-58.6% | $2,551-40.1% |
| Participant deferral / active EE | $3,005 | $4,036-25.5% | $5,072-40.7% | $4,139-27.4% |
| Admin fee / account holder | $19,013 | $7,146+166.1% | $8,859+114.6% | $7,234+162.8% |