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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 | $45,037 | $110,410-59.2% | $102,437-56.0% | $145,897-69.1% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 4.45% | 24.85%-20.4pp | 24.95%-20.5pp | 552.29%-547.8pp |
| Employer contribution / active EE | $1,479 | $4,217-64.9% | $3,871-61.8% | $4,663-68.3% |
| Participant deferral / active EE | $5,139 | $5,622-8.6% | $5,060+1.6% | $6,689-23.2% |
| Admin fee / account holder | $4,363 | $9,745-55.2% | $8,388-48.0% | $13,390-67.4% |