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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 | $45,289 | $86,949-47.9% | $102,460-55.8% | $80,959-44.1% |
| Participation rate | 52.2% | 72.4%-20.2pp | 76.5%-24.3pp | 67.7%-15.5pp |
| Annual return | 8.65% | 18.89%-10.2pp | 29.47%-20.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $1,992 | $2,370-15.9% | $3,025-34.1% | $2,757-27.7% |
| Participant deferral / active EE | $4,041 | $4,121-1.9% | $5,056-20.1% | $4,300-6.0% |
| Admin fee / account holder | $32,916 | $8,048+309.0% | $9,460+247.9% | $6,925+375.3% |