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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 | $44,421 | $46,599-4.7% | $64,101-30.7% | $75,173-40.9% |
| Participation rate | 37.1% | 65.9%-28.8pp | 72.3%-35.2pp | 67.2%-30.1pp |
| Annual return | 9.26% | 26.06%-16.8pp | 33.72%-24.5pp | 160.72%-151.5pp |
| Employer contribution / active EE | $1,293 | $1,975-34.5% | $2,749-52.9% | $2,671-51.6% |
| Participant deferral / active EE | $1,954 | $2,837-31.1% | $3,881-49.6% | $4,126-52.6% |
| Admin fee / account holder | $6,660 | $2,956+125.3% | $3,070+116.9% | $5,651+17.9% |