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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 | $48,981 | $110,337-55.6% | $102,383-52.2% | $145,877-66.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 8.37% | 24.83%-16.5pp | 24.94%-16.6pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,375 | $4,216-67.4% | $3,870-64.5% | $4,663-70.5% |
| Participant deferral / active EE | $2,701 | $5,621-51.9% | $5,060-46.6% | $6,691-59.6% |
| Admin fee / account holder | $892 | $9,750-90.8% | $8,391-89.4% | $13,402-93.3% |