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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 | $46,428 | $95,453-51.4% | $112,040-58.6% | $82,448-43.7% |
| Participation rate | 65.5% | 72.8%-7.2pp | 76.5%-11.0pp | 68.1%-2.6pp |
| Annual return | 8.01% | 23.92%-15.9pp | 24.52%-16.5pp | 41.64%-33.6pp |
| Employer contribution / active EE | $2,167 | $2,318-6.5% | $2,954-26.6% | $2,551-15.0% |
| Participant deferral / active EE | $4,434 | $4,224+5.0% | $5,098-13.0% | $4,139+7.1% |
| Admin fee / account holder | $113,665 | $9,013+1161.1% | $12,098+839.5% | $7,234+1471.2% |