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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 | $45,027 | $77,908-42.2% | $149,696-69.9% | $75,173-40.1% |
| Participation rate | 46.9% | 65.6%-18.7pp | 78.8%-31.9pp | 67.2%-20.3pp |
| Annual return | 12.98% | 31.73%-18.7pp | 134.46%-121.5pp | 160.72%-147.7pp |
| Employer contribution / active EE | $1,258 | $3,138-59.9% | $4,821-73.9% | $2,671-52.9% |
| Participant deferral / active EE | $3,220 | $3,411-5.6% | $5,682-43.3% | $4,126-22.0% |
| Admin fee / account holder | $583 | $5,950-90.2% | $13,212-95.6% | $5,651-89.7% |