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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 | $60,240 | $100,147-39.8% | $81,286-25.9% | $145,877-58.7% |
| Participation rate | 41.7% | 74.2%-32.6pp | 69.5%-27.9pp | 80.3%-38.6pp |
| Annual return | 7.17% | 34.44%-27.3pp | 24.80%-17.6pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,172 | $2,977-60.6% | $2,463-52.4% | $4,663-74.9% |
| Participant deferral / active EE | $4,849 | $4,607+5.2% | $3,883+24.9% | $6,691-27.5% |
| Admin fee / account holder | $48,043 | $8,201+485.8% | $5,764+733.5% | $13,402+258.5% |