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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 | $43,933 | $106,918-58.9% | $84,021-47.7% | $152,897-71.3% |
| Participation rate | 30.8% | 75.2%-44.5pp | 69.0%-38.2pp | 82.5%-51.7pp |
| Annual return | 1.87% | 105.01%-103.1pp | 71.32%-69.4pp | 345.43%-343.6pp |
| Employer contribution / active EE | $1,147 | $2,735-58.1% | $1,984-42.2% | $4,764-75.9% |
| Participant deferral / active EE | $4,910 | $4,012+22.4% | $3,239+51.6% | $5,851-16.1% |
| Admin fee / account holder | $4,935 | $8,288-40.5% | $6,102-19.1% | $11,599-57.5% |