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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 | $45,932 | $183,516-75.0% | $155,534-70.5% | $145,884-68.5% |
| Participation rate | 46.2% | 82.7%-36.6pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 1.25% | 61.43%-60.2pp | 64.92%-63.7pp | 551.85%-550.6pp |
| Employer contribution / active EE | $1,353 | $5,315-74.5% | $4,675-71.1% | $4,662-71.0% |
| Participant deferral / active EE | $3,169 | $6,467-51.0% | $5,630-43.7% | $6,690-52.6% |
| Admin fee / account holder | $2,958 | $19,293-84.7% | $15,900-81.4% | $13,392-77.9% |