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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 | $55,559 | $88,672-37.3% | $105,223-47.2% | $82,448-32.6% |
| Participation rate | 44.0% | 67.9%-23.9pp | 75.0%-31.0pp | 68.1%-24.0pp |
| Annual return | 12.74% | 30.86%-18.1pp | 180.65%-167.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $896 | $3,048-70.6% | $3,689-75.7% | $2,551-64.9% |
| Participant deferral / active EE | $4,228 | $4,036+4.8% | $5,072-16.6% | $4,139+2.2% |
| Admin fee / account holder | $27,039 | $7,146+278.4% | $8,859+205.2% | $7,234+273.8% |