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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 | $80,156 | $114,712-30.1% | $173,730-53.9% | $87,485-8.4% |
| Participation rate | 47.2% | 73.0%-25.8pp | 79.6%-32.3pp | 68.9%-21.7pp |
| Annual return | 10.35% | 20.18%-9.8pp | 19.96%-9.6pp | 26.06%-15.7pp |
| Employer contribution / active EE | $1,042 | $2,904-64.1% | $4,577-77.2% | $2,596-59.9% |
| Participant deferral / active EE | $2,276 | $4,642-51.0% | $6,326-64.0% | $4,274-46.8% |
| Admin fee / account holder | $33,409 | $10,210+227.2% | $17,523+90.7% | $7,775+329.7% |