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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 | $46,486 | $77,908-40.3% | $149,696-68.9% | $75,173-38.2% |
| Participation rate | 59.1% | 65.6%-6.5pp | 78.8%-19.7pp | 67.2%-8.1pp |
| Annual return | 12.66% | 31.73%-19.1pp | 134.46%-121.8pp | 160.72%-148.1pp |
| Employer contribution / active EE | $1,306 | $3,138-58.4% | $4,821-72.9% | $2,671-51.1% |
| Participant deferral / active EE | $2,372 | $3,411-30.5% | $5,682-58.3% | $4,126-42.5% |
| Admin fee / account holder | $5,514 | $5,950-7.3% | $13,212-58.3% | $5,651-2.4% |