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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 | $40,869 | $78,672-48.1% | $109,163-62.6% | $85,856-52.4% |
| Participation rate | 60.5% | 68.3%-7.8pp | 75.9%-15.4pp | 69.3%-8.9pp |
| Annual return | 7.75% | 25.09%-17.3pp | 25.75%-18.0pp | 318.58%-310.8pp |
| Employer contribution / active EE | $1,568 | $2,734-42.6% | $3,723-57.9% | $2,565-38.9% |
| Participant deferral / active EE | $2,790 | $3,467-19.5% | $4,654-40.1% | $3,952-29.4% |
| Admin fee / account holder | $15,560 | $5,470+184.5% | $6,754+130.4% | $6,261+148.5% |