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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 | $45,248 | $91,559-50.6% | $133,971-66.2% | $79,852-43.3% |
| Participation rate | 52.9% | 73.3%-20.4pp | 79.8%-26.9pp | 69.6%-16.7pp |
| Annual return | 6.18% | 61.85%-55.7pp | 45.09%-38.9pp | 31.72%-25.5pp |
| Employer contribution / active EE | $1,004 | $2,384-57.9% | $3,919-74.4% | $2,471-59.4% |
| Participant deferral / active EE | $2,061 | $3,734-44.8% | $5,047-59.2% | $3,740-44.9% |
| Admin fee / account holder | $19,987 | $6,321+216.2% | $8,929+123.8% | $5,306+276.7% |