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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 | $59,559 | $93,345-36.2% | $119,126-50.0% | $87,485-31.9% |
| Participation rate | 48.6% | 68.7%-20.1pp | 75.8%-27.1pp | 68.9%-20.3pp |
| Annual return | 10.48% | 19.08%-8.6pp | 282.11%-271.6pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,941 | $3,172-38.8% | $4,034-51.9% | $2,596-25.3% |
| Participant deferral / active EE | $2,879 | $4,099-29.8% | $5,318-45.9% | $4,274-32.6% |
| Admin fee / account holder | $47,698 | $8,039+493.4% | $10,693+346.1% | $7,775+513.5% |