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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 | $40,618 | $72,269-43.8% | $101,271-59.9% | $79,852-49.1% |
| Participation rate | 56.8% | 68.5%-11.7pp | 75.8%-19.1pp | 69.6%-12.9pp |
| Annual return | 4.83% | 22.29%-17.5pp | 46.48%-41.7pp | 31.72%-26.9pp |
| Employer contribution / active EE | $1,426 | $2,692-47.0% | $3,660-61.0% | $2,471-42.3% |
| Participant deferral / active EE | $3,067 | $3,282-6.5% | $4,371-29.8% | $3,740-18.0% |
| Admin fee / account holder | $18,307 | $4,401+316.0% | $5,948+207.8% | $5,306+245.0% |