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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 | $42,926 | $75,541-43.2% | $152,093-71.8% | $82,637-48.1% |
| Participation rate | 46.2% | 66.5%-20.4pp | 77.8%-31.6pp | 68.1%-21.9pp |
| Annual return | 12.98% | 32.56%-19.6pp | 66.36%-53.4pp | 53.51%-40.5pp |
| Employer contribution / active EE | $1,458 | $2,622-44.4% | $4,175-65.1% | $2,552-42.9% |
| Participant deferral / active EE | $2,222 | $3,206-30.7% | $5,451-59.2% | $4,126-46.2% |
| Admin fee / account holder | $9,848 | $6,405+53.8% | $14,497-32.1% | $7,339+34.2% |