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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 | $48,554 | $102,938-52.8% | $94,105-48.4% | $138,895-65.0% |
| Participation rate | 35.0% | 74.6%-39.6pp | 71.9%-36.9pp | 79.9%-44.9pp |
| Annual return | 7.95% | 250.28%-242.3pp | 204.55%-196.6pp | 145.39%-137.4pp |
| Employer contribution / active EE | $1,090 | $2,732-60.1% | $2,504-56.5% | $4,194-74.0% |
| Participant deferral / active EE | $3,693 | $4,196-12.0% | $3,881-4.8% | $6,396-42.3% |
| Admin fee / account holder | $2,135 | $6,600-67.7% | $6,199-65.6% | $12,562-83.0% |