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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 | $49,770 | $79,955-37.8% | $98,450-49.4% | $75,181-33.8% |
| Participation rate | 34.0% | 70.4%-36.4pp | 75.2%-41.2pp | 67.2%-33.2pp |
| Annual return | 8.98% | 19.75%-10.8pp | 21.16%-12.2pp | 160.69%-151.7pp |
| Employer contribution / active EE | $845 | $2,264-62.7% | $3,049-72.3% | $2,671-68.3% |
| Participant deferral / active EE | $1,698 | $3,752-54.8% | $4,739-64.2% | $4,126-58.8% |
| Admin fee / account holder | $35,629 | $6,841+420.8% | $8,961+297.6% | $5,650+530.6% |