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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 | $45,917 | $87,166-47.3% | $76,735-40.2% | $137,256-66.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 10.58% | 26.50%-15.9pp | 29.77%-19.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,633 | $2,904-43.8% | $2,454-33.5% | $4,156-60.7% |
| Participant deferral / active EE | $5,370 | $4,726+13.6% | $4,088+31.4% | $6,407-16.2% |
| Admin fee / account holder | $36,757 | $8,403+337.4% | $7,189+411.3% | $12,270+199.6% |