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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 | $45,885 | $79,449-42.2% | $189,575-75.8% | $85,847-46.6% |
| Participation rate | 54.2% | 66.0%-11.8pp | 78.4%-24.3pp | 69.3%-15.2pp |
| Annual return | 10.22% | 18.45%-8.2pp | 64.19%-54.0pp | 318.61%-308.4pp |
| Employer contribution / active EE | $1,871 | $2,081-10.1% | $4,412-57.6% | $2,565-27.1% |
| Participant deferral / active EE | $3,484 | $4,051-14.0% | $6,174-43.6% | $3,952-11.8% |
| Admin fee / account holder | $16,090 | $5,377+199.2% | $9,806+64.1% | $6,261+157.0% |