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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 | $45,087 | $76,551-41.1% | $123,894-63.6% | $62,881-28.3% |
| Participation rate | 42.3% | 73.0%-30.7pp | 81.4%-39.1pp | 69.3%-27.0pp |
| Annual return | 5.47% | 18.68%-13.2pp | 47.52%-42.0pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,255 | $2,882-56.5% | $4,617-72.8% | $2,281-45.0% |
| Participant deferral / active EE | $2,866 | $4,840-40.8% | $5,984-52.1% | $3,203-10.5% |
| Admin fee / account holder | $2,259 | $4,826-53.2% | $8,357-73.0% | $4,296-47.4% |