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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 | $95,404-51.3% | $113,397-59.1% | $82,637-43.8% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.5%-11.0pp | 68.1%-2.5pp |
| Annual return | 8.01% | 19.08%-11.1pp | 23.20%-15.2pp | 53.51%-45.5pp |
| Employer contribution / active EE | $2,167 | $2,307-6.1% | $2,977-27.2% | $2,552-15.1% |
| Participant deferral / active EE | $4,434 | $4,220+5.1% | $5,076-12.7% | $4,126+7.5% |
| Admin fee / account holder | $113,665 | $9,168+1139.8% | $11,957+850.6% | $7,339+1448.8% |