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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 | $44,480 | $85,766-48.1% | $136,298-67.4% | $70,126-36.6% |
| Participation rate | 65.3% | 74.2%-8.8pp | 81.9%-16.6pp | 69.5%-4.2pp |
| Annual return | 12.98% | 31.46%-18.5pp | 5156.27%-5143.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1,830 | $2,966-38.3% | $4,696-61.0% | $2,343-21.9% |
| Participant deferral / active EE | $3,848 | $5,051-23.8% | $6,247-38.4% | $3,332+15.5% |
| Admin fee / account holder | $2,251 | $5,421-58.5% | $9,244-75.7% | $4,645-51.6% |