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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 | $46,495 | $108,825-57.3% | $156,181-70.2% | $82,448-43.6% |
| Participation rate | 63.3% | 72.4%-9.0pp | 78.8%-15.5pp | 68.1%-4.7pp |
| Annual return | 4.01% | 20.59%-16.6pp | 64.87%-60.9pp | 41.64%-37.6pp |
| Employer contribution / active EE | $934 | $2,870-67.5% | $4,294-78.3% | $2,551-63.4% |
| Participant deferral / active EE | $3,353 | $4,577-26.8% | $6,132-45.3% | $4,139-19.0% |
| Admin fee / account holder | $2,589 | $9,341-72.3% | $14,586-82.3% | $7,234-64.2% |