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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 | $41,614 | $77,449-46.3% | $69,483-40.1% | $152,909-72.8% |
| Participation rate | 46.2% | 78.1%-31.9pp | 74.6%-28.4pp | 82.5%-36.3pp |
| Annual return | 2.99% | 39.09%-36.1pp | 28.99%-26.0pp | 345.46%-342.5pp |
| Employer contribution / active EE | $1,622 | $3,316-51.1% | $2,780-41.7% | $4,764-66.0% |
| Participant deferral / active EE | $4,694 | $4,415+6.3% | $3,537+32.7% | $5,851-19.8% |
| Admin fee / account holder | $1,280 | $6,210-79.4% | $3,841-66.7% | $11,601-89.0% |