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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 | $46,013 | $76,407-39.8% | $150,298-69.4% | $82,448-44.2% |
| Participation rate | 37.7% | 66.4%-28.7pp | 77.8%-40.0pp | 68.1%-30.3pp |
| Annual return | 13.01% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,132 | $2,614-56.7% | $4,154-72.7% | $2,551-55.6% |
| Participant deferral / active EE | $970 | $3,214-69.8% | $5,453-82.2% | $4,139-76.6% |
| Admin fee / account holder | $3,232 | $6,352-49.1% | $14,116-77.1% | $7,234-55.3% |