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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 | $44,288 | $69,977-36.7% | $108,582-59.2% | $62,881-29.6% |
| Participation rate | 48.1% | 72.9%-24.7pp | 79.6%-31.4pp | 69.3%-21.2pp |
| Annual return | 4.45% | 10.73%-6.3pp | -51.70%+56.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,390 | $2,135-34.9% | $3,758-63.0% | $2,281-39.1% |
| Participant deferral / active EE | $2,690 | $3,165-15.0% | $4,311-37.6% | $3,203-16.0% |
| Admin fee / account holder | $4,166 | $5,076-17.9% | $7,645-45.5% | $4,296-3.0% |