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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 | $76,407-34.2% | $150,298-66.6% | $82,448-39.1% |
| Participation rate | 49.2% | 66.4%-17.2pp | 77.8%-28.6pp | 68.1%-18.9pp |
| Annual return | 12.30% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,028 | $2,614-60.7% | $4,154-75.3% | $2,551-59.7% |
| Participant deferral / active EE | $1,589 | $3,214-50.6% | $5,453-70.9% | $4,139-61.6% |
| Admin fee / account holder | $15,741 | $6,352+147.8% | $14,116+11.5% | $7,234+117.6% |