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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 | $93,345-51.5% | $119,126-62.0% | $87,485-48.2% |
| Participation rate | 58.6% | 68.7%-10.1pp | 75.8%-17.1pp | 68.9%-10.3pp |
| Annual return | 5.35% | 19.08%-13.7pp | 282.11%-276.8pp | 26.06%-20.7pp |
| Employer contribution / active EE | $2,391 | $3,172-24.6% | $4,034-40.7% | $2,596-7.9% |
| Participant deferral / active EE | $3,245 | $4,099-20.8% | $5,318-39.0% | $4,274-24.1% |
| Admin fee / account holder | $4,498 | $8,039-44.1% | $10,693-57.9% | $7,775-42.2% |