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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 | $45,399 | $68,880-34.1% | $120,580-62.3% | $80,959-43.9% |
| Participation rate | 42.9% | 61.7%-18.8pp | 72.0%-29.1pp | 67.7%-24.8pp |
| Annual return | 9.47% | 23.68%-14.2pp | 107.48%-98.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,265 | $2,066-38.8% | $3,469-63.6% | $2,757-54.1% |
| Participant deferral / active EE | $1,759 | $3,191-44.9% | $4,995-64.8% | $4,300-59.1% |
| Admin fee / account holder | $18,496 | $5,785+219.7% | $9,418+96.4% | $6,925+167.1% |