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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 | $49,826 | $55,902-10.9% | $76,030-34.5% | $80,959-38.5% |
| Participation rate | 47.5% | 62.1%-14.6pp | 69.1%-21.6pp | 67.7%-20.2pp |
| Annual return | 10.15% | 20.59%-10.4pp | 361.54%-351.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,363 | $1,867-27.0% | $2,688-49.3% | $2,757-50.6% |
| Participant deferral / active EE | $2,821 | $3,051-7.5% | $4,257-33.7% | $4,300-34.4% |
| Admin fee / account holder | $37,121 | $5,239+608.5% | $6,421+478.2% | $6,925+436.0% |