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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 | $55,718 | $79,449-29.9% | $189,575-70.6% | $85,847-35.1% |
| Participation rate | 38.2% | 66.0%-27.8pp | 78.4%-40.2pp | 69.3%-31.1pp |
| Annual return | 10.94% | 18.45%-7.5pp | 64.19%-53.2pp | 318.61%-307.7pp |
| Employer contribution / active EE | $815 | $2,081-60.8% | $4,412-81.5% | $2,565-68.2% |
| Participant deferral / active EE | $1,753 | $4,051-56.7% | $6,174-71.6% | $3,952-55.6% |
| Admin fee / account holder | $2,603 | $5,377-51.6% | $9,806-73.5% | $6,261-58.4% |