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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 | $44,042 | $76,407-42.4% | $150,298-70.7% | $82,448-46.6% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 8.77% | 39.99%-31.2pp | 62.79%-54.0pp | 41.64%-32.9pp |
| Employer contribution / active EE | $1,194 | $2,614-54.3% | $4,154-71.3% | $2,551-53.2% |
| Participant deferral / active EE | $2,036 | $3,214-36.7% | $5,453-62.7% | $4,139-50.8% |
| Admin fee / account holder | $32,743 | $6,352+415.5% | $14,116+132.0% | $7,234+352.6% |