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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 | $45,326 | $127,790-64.5% | $106,554-57.5% | $167,553-72.9% |
| Participation rate | 57.9% | 78.3%-20.4pp | 76.1%-18.2pp | 82.1%-24.2pp |
| Annual return | 7.49% | 33.88%-26.4pp | 26.80%-19.3pp | 478.89%-471.4pp |
| Employer contribution / active EE | $1,175 | $3,427-65.7% | $2,819-58.3% | $4,840-75.7% |
| Participant deferral / active EE | $2,961 | $5,088-41.8% | $4,398-32.7% | $6,343-53.3% |
| Admin fee / account holder | $1,679 | $11,231-85.1% | $7,408-77.3% | $12,316-86.4% |