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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 | $55,088 | $75,541-27.1% | $152,093-63.8% | $82,637-33.3% |
| Participation rate | 40.9% | 66.5%-25.6pp | 77.8%-36.9pp | 68.1%-27.1pp |
| Annual return | 10.59% | 32.56%-22.0pp | 66.36%-55.8pp | 53.51%-42.9pp |
| Employer contribution / active EE | $1,065 | $2,622-59.4% | $4,175-74.5% | $2,552-58.3% |
| Participant deferral / active EE | $2,829 | $3,206-11.8% | $5,451-48.1% | $4,126-31.4% |
| Admin fee / account holder | $20,221 | $6,405+215.7% | $14,497+39.5% | $7,339+175.5% |