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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 | $45,885 | $77,908-41.1% | $149,696-69.3% | $75,173-39.0% |
| Participation rate | 59.3% | 65.6%-6.3pp | 78.8%-19.5pp | 67.2%-7.9pp |
| Annual return | 10.42% | 31.73%-21.3pp | 134.46%-124.0pp | 160.72%-150.3pp |
| Employer contribution / active EE | $1,309 | $3,138-58.3% | $4,821-72.8% | $2,671-51.0% |
| Participant deferral / active EE | $3,348 | $3,411-1.9% | $5,682-41.1% | $4,126-18.9% |
| Admin fee / account holder | $5,112 | $5,950-14.1% | $13,212-61.3% | $5,651-9.5% |