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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 | $44,844 | $81,233-44.8% | $155,567-71.2% | $80,874-44.6% |
| Participation rate | 53.3% | 66.2%-12.9pp | 78.2%-24.9pp | 67.6%-14.3pp |
| Annual return | 7.81% | 33.33%-25.5pp | 64.74%-56.9pp | 35.62%-27.8pp |
| Employer contribution / active EE | $2,558 | $3,101-17.5% | $4,674-45.3% | $2,756-7.2% |
| Participant deferral / active EE | $1,780 | $3,452-48.4% | $5,628-68.4% | $4,297-58.6% |
| Admin fee / account holder | $2,235 | $7,998-72.1% | $15,916-86.0% | $6,935-67.8% |