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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 | $57,119-21.3% | $85,187-47.2% | $80,935-44.5% |
| Participation rate | 44.4% | 56.4%-12.0pp | 67.5%-23.1pp | 67.7%-23.2pp |
| Annual return | 9.52% | 21.70%-12.2pp | 66.67%-57.1pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,058 | $1,802-41.3% | $2,732-61.3% | $2,757-61.6% |
| Participant deferral / active EE | $1,596 | $3,115-48.7% | $4,525-64.7% | $4,299-62.9% |
| Admin fee / account holder | $9,217 | $4,990+84.7% | $6,162+49.6% | $6,924+33.1% |