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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 | $89,259-33.3% | $107,187-44.4% | $82,637-27.9% |
| Participation rate | 48.6% | 67.9%-19.3pp | 75.0%-26.4pp | 68.1%-19.4pp |
| Annual return | 10.48% | 21.02%-10.5pp | 204.55%-194.1pp | 53.51%-43.0pp |
| Employer contribution / active EE | $1,941 | $3,080-37.0% | $3,782-48.7% | $2,552-24.0% |
| Participant deferral / active EE | $2,879 | $4,037-28.7% | $5,096-43.5% | $4,126-30.2% |
| Admin fee / account holder | $47,698 | $7,381+546.2% | $9,162+420.6% | $7,339+549.9% |