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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 | $56,634 | $106,749-46.9% | $145,433-61.1% | $82,448-31.3% |
| Participation rate | 44.1% | 75.6%-31.5pp | 82.1%-38.0pp | 68.1%-24.0pp |
| Annual return | 12.84% | 27.59%-14.8pp | 66.58%-53.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,081 | $3,444-39.6% | $4,554-54.3% | $2,551-18.4% |
| Participant deferral / active EE | $4,268 | $6,519-34.5% | $7,897-46.0% | $4,139+3.1% |
| Admin fee / account holder | $37,926 | $8,390+352.0% | $13,129+188.9% | $7,234+424.2% |