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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 | $44,324 | $65,395-32.2% | $182,540-75.7% | $72,975-39.3% |
| Participation rate | 56.7% | 65.4%-8.8pp | 78.0%-21.3pp | 69.5%-12.8pp |
| Annual return | 16.54% | 27.68%-11.1pp | 148.58%-132.0pp | 81.01%-64.5pp |
| Employer contribution / active EE | $1,366 | $1,911-28.5% | $4,076-66.5% | $2,440-44.0% |
| Participant deferral / active EE | $2,305 | $3,563-35.3% | $5,525-58.3% | $3,608-36.1% |
| Admin fee / account holder | $30,976 | $4,245+629.8% | $8,593+260.5% | $5,124+504.5% |