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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 | $54,502 | $106,524-48.8% | $152,301-64.2% | $87,485-37.7% |
| Participation rate | 53.6% | 75.8%-22.2pp | 82.4%-28.9pp | 68.9%-15.4pp |
| Annual return | 11.81% | 26.89%-15.1pp | 80.50%-68.7pp | 26.06%-14.3pp |
| Employer contribution / active EE | $1,800 | $3,371-46.6% | $4,624-61.1% | $2,596-30.7% |
| Participant deferral / active EE | $3,989 | $6,525-38.9% | $8,004-50.2% | $4,274-6.7% |
| Admin fee / account holder | $77,934 | $8,287+840.5% | $14,398+441.3% | $7,775+902.4% |