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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 | $43,963 | $110,307-60.1% | $96,576-54.5% | $139,456-68.5% |
| Participation rate | 63.6% | 78.1%-14.5pp | 76.0%-12.3pp | 80.3%-16.7pp |
| Annual return | 5.68% | 26.40%-20.7pp | 25.87%-20.2pp | 373.45%-367.8pp |
| Employer contribution / active EE | $1,283 | $3,619-64.5% | $2,965-56.7% | $4,753-73.0% |
| Participant deferral / active EE | $3,473 | $5,547-37.4% | $4,851-28.4% | $6,711-48.3% |
| Admin fee / account holder | $22,349 | $11,597+92.7% | $8,253+170.8% | $11,407+95.9% |