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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 | $46,932 | $76,407-38.6% | $150,298-68.8% | $82,448-43.1% |
| Participation rate | 57.1% | 66.4%-9.3pp | 77.8%-20.6pp | 68.1%-10.9pp |
| Annual return | 11.94% | 39.99%-28.1pp | 62.79%-50.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $5,762 | $2,614+120.4% | $4,154+38.7% | $2,551+125.9% |
| Participant deferral / active EE | $2,578 | $3,214-19.8% | $5,453-52.7% | $4,139-37.7% |
| Admin fee / account holder | $13,332 | $6,352+109.9% | $14,116-5.5% | $7,234+84.3% |