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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 | $46,552 | $54,757-15.0% | $90,304-48.4% | $72,975-36.2% |
| Participation rate | 61.1% | 65.2%-4.1pp | 73.3%-12.2pp | 69.5%-8.4pp |
| Annual return | 5.38% | 30.63%-25.3pp | 78.13%-72.8pp | 81.01%-75.6pp |
| Employer contribution / active EE | $1,048 | $2,093-50.0% | $2,855-63.3% | $2,440-57.1% |
| Participant deferral / active EE | $2,566 | $2,887-11.1% | $3,885-34.0% | $3,608-28.9% |
| Admin fee / account holder | $12,160 | $3,973+206.1% | $5,354+127.1% | $5,124+137.3% |