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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 | $43,810 | $56,054-21.8% | $171,082-74.4% | $62,881-30.3% |
| Participation rate | 53.1% | 62.9%-9.8pp | 76.7%-23.6pp | 69.3%-16.2pp |
| Annual return | 5.00% | 22.52%-17.5pp | 32.56%-27.6pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,122 | $1,731-35.2% | $4,002-72.0% | $2,281-50.8% |
| Participant deferral / active EE | $2,484 | $3,158-21.4% | $4,797-48.2% | $3,203-22.5% |
| Admin fee / account holder | $5,284 | $3,647+44.9% | $8,520-38.0% | $4,296+23.0% |