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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 | $41,458 | $88,672-53.2% | $105,223-60.6% | $82,448-49.7% |
| Participation rate | 49.2% | 67.9%-18.8pp | 75.0%-25.9pp | 68.1%-18.9pp |
| Annual return | 12.68% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,236 | $3,048-59.5% | $3,689-66.5% | $2,551-51.6% |
| Participant deferral / active EE | $1,937 | $4,036-52.0% | $5,072-61.8% | $4,139-53.2% |
| Admin fee / account holder | $18,515 | $7,146+159.1% | $8,859+109.0% | $7,234+155.9% |