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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 | $41,696 | $70,684-41.0% | $169,390-75.4% | $75,173-44.5% |
| Participation rate | 51.5% | 64.8%-13.3pp | 77.2%-25.7pp | 67.2%-15.7pp |
| Annual return | 13.76% | 36.38%-22.6pp | 406.07%-392.3pp | 160.72%-147.0pp |
| Employer contribution / active EE | $1,103 | $2,211-50.1% | $4,013-72.5% | $2,671-58.7% |
| Participant deferral / active EE | $1,665 | $4,310-61.4% | $6,222-73.2% | $4,126-59.6% |
| Admin fee / account holder | $10,847 | $5,404+100.7% | $9,015+20.3% | $5,651+92.0% |