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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 | $46,973 | $77,638-39.5% | $156,551-70.0% | $62,881-25.3% |
| Participation rate | 57.1% | 71.2%-14.1pp | 84.0%-26.9pp | 69.3%-12.2pp |
| Annual return | 4.35% | 50.33%-46.0pp | 32.23%-27.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $845 | $3,444-75.5% | $5,501-84.6% | $2,281-63.0% |
| Participant deferral / active EE | $1,017 | $3,046-66.6% | $4,871-79.1% | $3,203-68.2% |
| Admin fee / account holder | $13,111 | $5,561+135.7% | $13,028+0.6% | $4,296+205.2% |