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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 | $44,115 | $46,877-5.9% | $122,354-63.9% | $70,126-37.1% |
| Participation rate | 47.4% | 58.2%-10.8pp | 71.6%-24.3pp | 69.5%-22.2pp |
| Annual return | 11.71% | 24.22%-12.5pp | 30.28%-18.6pp | 73.15%-61.4pp |
| Employer contribution / active EE | $242 | $1,288-81.2% | $4,051-94.0% | $2,343-89.7% |
| Participant deferral / active EE | $1,438 | $2,167-33.7% | $3,287-56.3% | $3,332-56.8% |
| Admin fee / account holder | $3,325 | $3,3240% | $5,479-39.3% | $4,645-28.4% |