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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 | $39,234 | $93,598-58.1% | $135,974-71.1% | $75,173-47.8% |
| Participation rate | 58.3% | 75.2%-16.9pp | 81.9%-23.6pp | 67.2%-8.9pp |
| Annual return | 11.65% | 30.89%-19.2pp | 68.30%-56.7pp | 160.72%-149.1pp |
| Employer contribution / active EE | $1,645 | $3,538-53.5% | $4,859-66.1% | $2,671-38.4% |
| Participant deferral / active EE | $2,705 | $6,405-57.8% | $7,760-65.1% | $4,126-34.4% |
| Admin fee / account holder | $32,746 | $6,978+369.3% | $10,767+204.1% | $5,651+479.5% |