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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 | $47,777 | $72,012-33.7% | $185,827-74.3% | $79,858-40.2% |
| Participation rate | 51.2% | 65.8%-14.5pp | 78.0%-26.8pp | 69.6%-18.4pp |
| Annual return | 4.90% | 23.12%-18.2pp | 35.96%-31.1pp | 31.72%-26.8pp |
| Employer contribution / active EE | $1,400 | $1,965-28.7% | $4,087-65.7% | $2,471-43.3% |
| Participant deferral / active EE | $2,085 | $3,779-44.8% | $5,633-63.0% | $3,740-44.2% |
| Admin fee / account holder | $15,778 | $4,513+249.6% | $9,502+66.1% | $5,306+197.4% |