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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 | $44,572 | $101,795-56.2% | $165,100-73.0% | $80,959-44.9% |
| Participation rate | 26.5% | 71.8%-45.4pp | 78.6%-52.2pp | 67.7%-41.2pp |
| Annual return | 6.58% | 16.73%-10.2pp | 70.21%-63.6pp | 35.67%-29.1pp |
| Employer contribution / active EE | $2,108 | $2,954-28.6% | $4,348-51.5% | $2,757-23.5% |
| Participant deferral / active EE | $3,542 | $4,476-20.9% | $6,035-41.3% | $4,300-17.6% |
| Admin fee / account holder | $14,652 | $8,221+78.2% | $12,696+15.4% | $6,925+111.6% |