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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 | $44,953 | $106,749-57.9% | $145,433-69.1% | $82,448-45.5% |
| Participation rate | 51.9% | 75.6%-23.8pp | 82.1%-30.3pp | 68.1%-16.2pp |
| Annual return | 10.31% | 27.59%-17.3pp | 66.58%-56.3pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,213 | $3,444-64.8% | $4,554-73.4% | $2,551-52.4% |
| Participant deferral / active EE | $4,167 | $6,519-36.1% | $7,897-47.2% | $4,139+0.7% |
| Admin fee / account holder | $13,164 | $8,390+56.9% | $13,129+0.3% | $7,234+82.0% |