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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 | $45,296 | $89,259-49.3% | $107,187-57.7% | $82,637-45.2% |
| Participation rate | 58.6% | 67.9%-9.3pp | 75.0%-16.4pp | 68.1%-9.4pp |
| Annual return | 5.35% | 21.02%-15.7pp | 204.55%-199.2pp | 53.51%-48.2pp |
| Employer contribution / active EE | $2,391 | $3,080-22.4% | $3,782-36.8% | $2,552-6.3% |
| Participant deferral / active EE | $3,245 | $4,037-19.6% | $5,096-36.3% | $4,126-21.4% |
| Admin fee / account holder | $4,498 | $7,381-39.1% | $9,162-50.9% | $7,339-38.7% |