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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 | $44,796 | $62,672-28.5% | $185,117-75.8% | $70,126-36.1% |
| Participation rate | 54.1% | 63.8%-9.7pp | 77.3%-23.2pp | 69.5%-15.5pp |
| Annual return | 12.09% | 40.79%-28.7pp | 40.50%-28.4pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,294 | $1,753-26.2% | $4,182-69.1% | $2,343-44.8% |
| Participant deferral / active EE | $2,365 | $3,272-27.7% | $5,045-53.1% | $3,332-29.0% |
| Admin fee / account holder | $11,460 | $3,932+191.5% | $8,159+40.5% | $4,645+146.7% |