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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 | $56,417 | $107,421-47.5% | $182,262-69.0% | $94,015-40.0% |
| Participation rate | 37.5% | 77.8%-40.3pp | 84.2%-46.7pp | 70.8%-33.3pp |
| Annual return | 12.64% | 21.32%-8.7pp | 140.60%-128.0pp | 17.84%-5.2pp |
| Employer contribution / active EE | $2,024 | $3,448-41.3% | $5,046-59.9% | $2,790-27.5% |
| Participant deferral / active EE | $4,097 | $6,558-37.5% | $8,276-50.5% | $4,249-3.6% |
| Admin fee / account holder | $15,688 | $8,692+80.5% | $16,712-6.1% | $8,951+75.3% |