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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 | $54,775 | $95,415-42.6% | $185,851-70.5% | $85,851-36.2% |
| Participation rate | 43.3% | 68.8%-25.4pp | 81.7%-38.4pp | 69.3%-26.0pp |
| Annual return | 7.01% | 23.59%-16.6pp | 122.11%-115.1pp | 318.63%-311.6pp |
| Employer contribution / active EE | $1,394 | $3,314-57.9% | $5,168-73.0% | $2,565-45.6% |
| Participant deferral / active EE | $3,317 | $3,424-3.1% | $5,569-40.4% | $3,952-16.1% |
| Admin fee / account holder | $3,639 | $7,215-49.6% | $16,245-77.6% | $6,261-41.9% |