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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 | $38,548 | $77,920-50.5% | $149,723-74.3% | $75,177-48.7% |
| Participation rate | 48.3% | 65.6%-17.3pp | 78.8%-30.5pp | 67.2%-18.9pp |
| Annual return | 10.48% | 31.72%-21.2pp | 134.50%-124.0pp | 160.75%-150.3pp |
| Employer contribution / active EE | $1,115 | $3,138-64.5% | $4,821-76.9% | $2,671-58.3% |
| Participant deferral / active EE | $2,522 | $3,411-26.1% | $5,682-55.6% | $4,126-38.9% |
| Admin fee / account holder | $13,544 | $5,951+127.6% | $13,215+2.5% | $5,651+139.7% |