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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 | $52,551 | $109,359-51.9% | $162,171-67.6% | $72,983-28.0% |
| Participation rate | 69.0% | 84.3%-15.2pp | 87.6%-18.5pp | 69.5%-0.4pp |
| Annual return | 17.07% | 25.46%-8.4pp | 115.60%-98.5pp | 81.01%-63.9pp |
| Employer contribution / active EE | $1,642 | $3,907-58.0% | $5,613-70.7% | $2,440-32.7% |
| Participant deferral / active EE | $2,806 | $5,481-48.8% | $7,297-61.5% | $3,608-22.2% |
| Admin fee / account holder | $37,757 | $7,972+373.6% | $10,843+248.2% | $5,124+636.8% |