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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 | $64,886 | $87,132-25.5% | $105,624-38.6% | $80,959-19.9% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.3%-25.3pp | 67.7%-17.7pp |
| Annual return | 7.21% | 17.03%-9.8pp | 116.20%-109.0pp | 35.67%-28.5pp |
| Employer contribution / active EE | $1,491 | $2,397-37.8% | $3,168-52.9% | $2,757-45.9% |
| Participant deferral / active EE | $2,831 | $3,985-29.0% | $5,013-43.5% | $4,300-34.2% |
| Admin fee / account holder | $44,321 | $8,449+424.6% | $10,961+304.3% | $6,925+540.0% |