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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 | $53,766 | $60,488-11.1% | $109,895-51.1% | $79,393-32.3% |
| Participation rate | 53.2% | 67.0%-13.8pp | 74.2%-21.0pp | 70.7%-17.5pp |
| Annual return | 11.38% | 189.57%-178.2pp | 29.46%-18.1pp | 116.87%-105.5pp |
| Employer contribution / active EE | $1,238 | $1,649-24.9% | $2,843-56.5% | $2,428-49.0% |
| Participant deferral / active EE | $2,266 | $3,220-29.6% | $4,049-44.0% | $4,046-44.0% |
| Admin fee / account holder | $1,126 | $605+86.3% | $6,067-81.4% | $627+79.7% |