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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 | $43,151 | $101,795-57.6% | $165,100-73.9% | $80,959-46.7% |
| Participation rate | 46.2% | 71.8%-25.7pp | 78.6%-32.5pp | 67.7%-21.5pp |
| Annual return | 7.57% | 16.73%-9.2pp | 70.21%-62.6pp | 35.67%-28.1pp |
| Employer contribution / active EE | $1,251 | $2,954-57.7% | $4,348-71.2% | $2,757-54.6% |
| Participant deferral / active EE | $3,227 | $4,476-27.9% | $6,035-46.5% | $4,300-25.0% |
| Admin fee / account holder | $978 | $8,221-88.1% | $12,696-92.3% | $6,925-85.9% |