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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 | $42,837 | $98,776-56.6% | $149,745-71.4% | $79,856-46.4% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.5%-25.3pp | 69.6%-12.5pp |
| Annual return | 8.93% | 27.38%-18.4pp | 276.72%-267.8pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,410 | $3,217-56.2% | $4,646-69.7% | $2,471-43.0% |
| Participant deferral / active EE | $3,275 | $5,681-42.4% | $6,843-52.1% | $3,741-12.4% |
| Admin fee / account holder | $11,275 | $6,053+86.3% | $9,312+21.1% | $5,306+112.5% |