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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 | $45,113 | $87,166-48.2% | $76,735-41.2% | $137,256-67.1% |
| Participation rate | 54.5% | 74.4%-19.8pp | 69.5%-15.0pp | 80.0%-25.4pp |
| Annual return | 10.68% | 26.50%-15.8pp | 29.77%-19.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $2,089 | $2,904-28.1% | $2,454-14.9% | $4,156-49.7% |
| Participant deferral / active EE | $2,984 | $4,726-36.9% | $4,088-27.0% | $6,407-53.4% |
| Admin fee / account holder | $1,579 | $8,403-81.2% | $7,189-78.0% | $12,270-87.1% |