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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 | $43,290 | $64,324-32.7% | $118,914-63.6% | $79,856-45.8% |
| Participation rate | 48.5% | 64.9%-16.3pp | 75.4%-26.9pp | 69.6%-21.1pp |
| Annual return | 8.59% | 86.45%-77.9pp | 35.89%-27.3pp | 31.71%-23.1pp |
| Employer contribution / active EE | $1,068 | $1,836-41.8% | $3,264-67.3% | $2,471-56.8% |
| Participant deferral / active EE | $1,833 | $2,824-35.1% | $4,266-57.0% | $3,741-51.0% |
| Admin fee / account holder | $8,552 | $4,040+111.7% | $6,582+29.9% | $5,306+61.2% |