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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 | $49,424 | $80,763-38.8% | $102,412-51.7% | $74,459-33.6% |
| Participation rate | 49.0% | 65.7%-16.7pp | 74.5%-25.5pp | 67.2%-18.2pp |
| Annual return | 9.86% | 27.57%-17.7pp | 24.94%-15.1pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $1,358 | $3,160-57.0% | $3,870-64.9% | $2,626-48.3% |
| Participant deferral / active EE | $3,474 | $3,862-10.0% | $5,060-31.3% | $4,350-20.1% |
| Admin fee / account holder | $17,183 | $2,371+624.6% | $8,388+104.9% | $1,945+783.5% |