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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 | $50,238 | $78,690-36.2% | $161,489-68.9% | $87,485-42.6% |
| Participation rate | 49.2% | 67.5%-18.3pp | 78.7%-29.5pp | 68.9%-19.8pp |
| Annual return | 12.30% | 32.74%-20.4pp | 89.72%-77.4pp | 26.06%-13.8pp |
| Employer contribution / active EE | $1,028 | $2,588-60.3% | $4,268-75.9% | $2,596-60.4% |
| Participant deferral / active EE | $1,589 | $3,311-52.0% | $5,630-71.8% | $4,274-62.8% |
| Admin fee / account holder | $15,741 | $6,724+134.1% | $16,006-1.7% | $7,775+102.5% |