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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 | $44,937 | $81,487-44.9% | $102,412-56.1% | $80,935-44.5% |
| Participation rate | 53.6% | 66.8%-13.3pp | 74.5%-20.9pp | 67.7%-14.1pp |
| Annual return | 7.64% | 25.60%-18.0pp | 24.94%-17.3pp | 35.66%-28.0pp |
| Employer contribution / active EE | $1,373 | $3,103-55.8% | $3,870-64.5% | $2,757-50.2% |
| Participant deferral / active EE | $2,178 | $3,871-43.7% | $5,060-57.0% | $4,299-49.3% |
| Admin fee / account holder | $22,535 | $6,717+235.5% | $8,388+168.7% | $6,924+225.4% |