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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 | $44,957 | $57,061-21.2% | $85,063-47.1% | $80,911-44.4% |
| Participation rate | 44.4% | 56.3%-11.9pp | 67.5%-23.1pp | 67.6%-23.2pp |
| Annual return | 9.52% | 21.66%-12.1pp | 66.54%-57.0pp | 35.63%-26.1pp |
| Employer contribution / active EE | $1,058 | $1,799-41.2% | $2,727-61.2% | $2,756-61.6% |
| Participant deferral / active EE | $1,596 | $3,110-48.7% | $4,523-64.7% | $4,297-62.8% |
| Admin fee / account holder | $9,217 | $4,986+84.8% | $6,155+49.7% | $6,935+32.9% |