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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 | $45,022 | $80,983-44.4% | $96,544-53.4% | $75,177-40.1% |
| Participation rate | 43.9% | 71.8%-27.9pp | 76.0%-32.1pp | 67.2%-23.3pp |
| Annual return | 9.26% | 27.05%-17.8pp | 25.88%-16.6pp | 160.75%-151.5pp |
| Employer contribution / active EE | $887 | $2,282-61.1% | $2,966-70.1% | $2,671-66.8% |
| Participant deferral / active EE | $2,278 | $3,929-42.0% | $4,851-53.0% | $4,126-44.8% |
| Admin fee / account holder | $11,612 | $6,717+72.9% | $8,254+40.7% | $5,651+105.5% |