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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 | $45,176 | $93,345-51.6% | $119,126-62.1% | $87,485-48.4% |
| Participation rate | 51.8% | 68.7%-17.0pp | 75.8%-24.0pp | 68.9%-17.1pp |
| Annual return | 10.63% | 19.08%-8.5pp | 282.11%-271.5pp | 26.06%-15.4pp |
| Employer contribution / active EE | $1,233 | $3,172-61.1% | $4,034-69.4% | $2,596-52.5% |
| Participant deferral / active EE | $3,281 | $4,099-19.9% | $5,318-38.3% | $4,274-23.2% |
| Admin fee / account holder | $5,100 | $8,039-36.6% | $10,693-52.3% | $7,775-34.4% |