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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 | $78,690-44.0% | $161,489-72.7% | $87,485-49.7% |
| Participation rate | 50.0% | 67.5%-17.5pp | 78.7%-28.7pp | 68.9%-18.9pp |
| Annual return | 8.77% | 32.74%-24.0pp | 89.72%-80.9pp | 26.06%-17.3pp |
| Employer contribution / active EE | $1,194 | $2,588-53.9% | $4,268-72.0% | $2,596-54.0% |
| Participant deferral / active EE | $2,036 | $3,311-38.5% | $5,630-63.8% | $4,274-52.4% |
| Admin fee / account holder | $32,743 | $6,724+387.0% | $16,006+104.6% | $7,775+321.1% |