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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 | $38,579 | $93,617-58.8% | $135,982-71.6% | $75,177-48.7% |
| Participation rate | 53.0% | 75.2%-22.2pp | 81.9%-28.9pp | 67.2%-14.2pp |
| Annual return | 14.94% | 30.89%-15.9pp | 68.32%-53.4pp | 160.75%-145.8pp |
| Employer contribution / active EE | $2,233 | $3,538-36.9% | $4,859-54.0% | $2,671-16.4% |
| Participant deferral / active EE | $4,590 | $6,406-28.3% | $7,760-40.9% | $4,126+11.2% |
| Admin fee / account holder | $15,350 | $6,980+119.9% | $10,767+42.6% | $5,651+171.6% |