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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 | $47,864 | $153,311-68.8% | $109,313-56.2% | $273,972-82.5% |
| Participation rate | 44.4% | 80.1%-35.6pp | 71.3%-26.8pp | 83.0%-38.6pp |
| Annual return | 0.05% | 29.86%-29.8pp | 22.07%-22.0pp | 41.46%-41.4pp |
| Employer contribution / active EE | $1,434 | $5,619-74.5% | $3,892-63.2% | $4,869-70.5% |
| Participant deferral / active EE | $5,819 | $3,932+48.0% | $3,166+83.8% | $5,287+10.1% |
| Admin fee / account holder | $2,284 | $8,076-71.7% | $5,666-59.7% | $10,133-77.5% |