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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 | $44,435 | $81,358-45.4% | $155,556-71.4% | $80,959-45.1% |
| Participation rate | 43.9% | 66.3%-22.4pp | 78.2%-34.4pp | 67.7%-23.8pp |
| Annual return | 10.53% | 33.39%-22.9pp | 64.84%-54.3pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,526 | $3,106-50.9% | $4,675-67.4% | $2,757-44.6% |
| Participant deferral / active EE | $2,148 | $3,455-37.8% | $5,631-61.8% | $4,300-50.0% |
| Admin fee / account holder | $6,532 | $7,994-18.3% | $15,885-58.9% | $6,925-5.7% |