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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 | $52,241 | $71,353-26.8% | $92,805-43.7% | $86,983-39.9% |
| Participation rate | 48.1% | 80.9%-32.8pp | 83.5%-35.4pp | 69.5%-21.5pp |
| Annual return | 13.20% | 44.68%-31.5pp | 31.59%-18.4pp | 25.83%-12.6pp |
| Employer contribution / active EE | $2,042 | $2,468-17.3% | $3,424-40.4% | $2,584-21.0% |
| Participant deferral / active EE | $4,099 | $6,966-41.2% | $8,448-51.5% | $4,194-2.3% |
| Admin fee / account holder | $21,500 | $6,099+252.5% | $10,911+97.1% | $7,856+173.7% |