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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 | $43,614 | $91,037-52.1% | $71,671-39.1% | $147,586-70.4% |
| Participation rate | 54.5% | 76.1%-21.6pp | 68.7%-14.2pp | 82.8%-28.3pp |
| Annual return | 8.05% | 20.48%-12.4pp | 20.65%-12.6pp | 578.59%-570.5pp |
| Employer contribution / active EE | $1,058 | $3,327-68.2% | $2,460-57.0% | $4,876-78.3% |
| Participant deferral / active EE | $1,989 | $4,498-55.8% | $3,438-42.2% | $5,439-63.4% |
| Admin fee / account holder | $1,237 | $8,613-85.6% | $5,558-77.8% | $10,886-88.6% |