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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 | $49,956 | $77,472-35.5% | $100,415-50.3% | $80,959-38.3% |
| Participation rate | 43.3% | 76.9%-33.6pp | 81.5%-38.2pp | 67.7%-24.3pp |
| Annual return | 10.25% | 37.26%-27.0pp | 49.47%-39.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,236 | $2,800-55.9% | $3,943-68.7% | $2,757-55.2% |
| Participant deferral / active EE | $3,609 | $6,818-47.1% | $8,091-55.4% | $4,300-16.1% |
| Admin fee / account holder | $14,768 | $5,885+151.0% | $7,906+86.8% | $6,925+113.2% |