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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 | $46,105 | $51,638-10.7% | $129,406-64.4% | $80,959-43.1% |
| Participation rate | 48.6% | 56.9%-8.4pp | 69.6%-21.1pp | 67.7%-19.1pp |
| Annual return | 10.80% | 20.78%-10.0pp | 9468.18%-9457.4pp | 35.67%-24.9pp |
| Employer contribution / active EE | $824 | $1,584-48.0% | $4,155-80.2% | $2,757-70.1% |
| Participant deferral / active EE | $2,183 | $2,670-18.3% | $4,167-47.6% | $4,300-49.2% |
| Admin fee / account holder | $5,437 | $4,313+26.1% | $7,689-29.3% | $6,925-21.5% |