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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 | $39,273 | $99,994-60.7% | $146,643-73.2% | $85,847-54.3% |
| Participation rate | 45.5% | 73.1%-27.6pp | 80.1%-34.6pp | 69.3%-23.9pp |
| Annual return | 10.56% | 18.93%-8.4pp | 22.75%-12.2pp | 318.61%-308.0pp |
| Employer contribution / active EE | $1,728 | $2,559-32.5% | $4,137-58.2% | $2,565-32.6% |
| Participant deferral / active EE | $4,580 | $4,006+14.3% | $5,506-16.8% | $3,952+15.9% |
| Admin fee / account holder | $14,307 | $7,703+85.7% | $10,280+39.2% | $6,261+128.5% |