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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 | $40,317 | $94,031-57.1% | $115,768-65.2% | $82,448-51.1% |
| Participation rate | 45.8% | 70.4%-24.6pp | 74.4%-28.6pp | 68.1%-22.2pp |
| Annual return | 11.31% | 20.61%-9.3pp | 100.46%-89.1pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,053 | $2,323-54.7% | $2,940-64.2% | $2,551-58.7% |
| Participant deferral / active EE | $1,836 | $3,972-53.8% | $4,917-62.7% | $4,139-55.6% |
| Admin fee / account holder | $14,973 | $10,249+46.1% | $12,439+20.4% | $7,234+107.0% |