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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 | $45,112 | $72,273-37.6% | $101,275-55.5% | $79,856-43.5% |
| Participation rate | 50.7% | 68.5%-17.7pp | 75.8%-25.1pp | 69.6%-18.9pp |
| Annual return | 7.73% | 22.30%-14.6pp | 46.48%-38.8pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,180 | $2,691-56.2% | $3,660-67.8% | $2,471-52.2% |
| Participant deferral / active EE | $1,667 | $3,282-49.2% | $4,371-61.9% | $3,741-55.4% |
| Admin fee / account holder | $18,096 | $4,401+311.1% | $5,948+204.2% | $5,306+241.0% |