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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 | $56,499 | $77,574-27.2% | $108,753-48.0% | $86,983-35.0% |
| Participation rate | 42.9% | 62.3%-19.4pp | 71.1%-28.2pp | 69.5%-26.7pp |
| Annual return | 9.63% | 18.42%-8.8pp | 37.47%-27.8pp | 25.83%-16.2pp |
| Employer contribution / active EE | $1,133 | $1,611-29.7% | $2,427-53.3% | $2,584-56.2% |
| Participant deferral / active EE | $2,770 | $3,128-11.5% | $4,115-32.7% | $4,194-34.0% |
| Admin fee / account holder | $32,229 | $6,529+393.7% | $10,320+212.3% | $7,856+310.3% |