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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 | $106,524-47.0% | $152,301-63.0% | $87,485-35.5% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.4%-44.9pp | 68.9%-31.4pp |
| Annual return | 12.64% | 26.89%-14.2pp | 80.50%-67.9pp | 26.06%-13.4pp |
| Employer contribution / active EE | $2,024 | $3,371-40.0% | $4,624-56.2% | $2,596-22.0% |
| Participant deferral / active EE | $4,097 | $6,525-37.2% | $8,004-48.8% | $4,274-4.1% |
| Admin fee / account holder | $15,688 | $8,287+89.3% | $14,398+9.0% | $7,775+101.8% |