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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 | $45,222 | $46,877-3.5% | $122,354-63.0% | $70,126-35.5% |
| Participation rate | 39.6% | 58.2%-18.6pp | 71.6%-32.0pp | 69.5%-29.9pp |
| Annual return | 10.19% | 24.22%-14.0pp | 30.28%-20.1pp | 73.15%-63.0pp |
| Employer contribution / active EE | $1,471 | $1,288+14.2% | $4,051-63.7% | $2,343-37.2% |
| Participant deferral / active EE | $3,586 | $2,167+65.4% | $3,287+9.1% | $3,332+7.6% |
| Admin fee / account holder | $19,482 | $3,324+486.1% | $5,479+255.6% | $4,645+319.4% |