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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 | $50,734 | $58,057-12.6% | $97,032-47.7% | $86,983-41.7% |
| Participation rate | 42.2% | 60.4%-18.2pp | 71.6%-29.4pp | 69.5%-27.4pp |
| Annual return | 11.52% | 22.26%-10.7pp | 35.38%-23.9pp | 25.83%-14.3pp |
| Employer contribution / active EE | $1,038 | $1,663-37.6% | $2,629-60.5% | $2,584-59.8% |
| Participant deferral / active EE | $2,484 | $3,244-23.4% | $4,672-46.8% | $4,194-40.8% |
| Admin fee / account holder | $11,041 | $4,839+128.2% | $9,418+17.2% | $7,856+40.5% |