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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 | $46,645 | $67,602-31.0% | $82,312-43.3% | $70,126-33.5% |
| Participation rate | 42.3% | 72.8%-30.5pp | 76.9%-34.6pp | 69.5%-27.2pp |
| Annual return | 6.27% | 21.57%-15.3pp | 25.88%-19.6pp | 73.15%-66.9pp |
| Employer contribution / active EE | $2,045 | $1,755+16.5% | $2,428-15.8% | $2,343-12.7% |
| Participant deferral / active EE | $4,235 | $2,987+41.8% | $3,706+14.3% | $3,332+27.1% |
| Admin fee / account holder | $726 | $4,512-83.9% | $5,608-87.1% | $4,645-84.4% |