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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 | $44,076 | $88,360-50.1% | $145,433-69.7% | $67,986-35.2% |
| Participation rate | 42.1% | 65.5%-23.4pp | 82.1%-40.1pp | 57.2%-15.1pp |
| Annual return | 13.09% | 63.15%-50.1pp | 66.58%-53.5pp | 31.67%-18.6pp |
| Employer contribution / active EE | $2,539 | $3,054-16.9% | $4,554-44.3% | $2,019+25.7% |
| Participant deferral / active EE | $5,576 | $5,932-6.0% | $7,897-29.4% | $3,358+66.1% |
| Admin fee / account holder | $18,710 | $3,313+464.7% | $13,129+42.5% | $3,203+484.1% |