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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 | $38,809 | $75,541-48.6% | $152,093-74.5% | $82,637-53.0% |
| Participation rate | 65.0% | 66.5%-1.5pp | 77.8%-12.8pp | 68.1%-3.1pp |
| Annual return | 10.16% | 32.56%-22.4pp | 66.36%-56.2pp | 53.51%-43.3pp |
| Employer contribution / active EE | $1,363 | $2,622-48.0% | $4,175-67.4% | $2,552-46.6% |
| Participant deferral / active EE | $2,568 | $3,206-19.9% | $5,451-52.9% | $4,126-37.8% |
| Admin fee / account holder | $36,429 | $6,405+468.8% | $14,497+151.3% | $7,339+396.4% |