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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 | $47,016 | $91,559-48.6% | $133,978-64.9% | $79,856-41.1% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 4.80% | 61.85%-57.0pp | 45.10%-40.3pp | 31.71%-26.9pp |
| Employer contribution / active EE | $1,844 | $2,384-22.6% | $3,919-52.9% | $2,471-25.4% |
| Participant deferral / active EE | $2,874 | $3,734-23.0% | $5,047-43.1% | $3,741-23.2% |
| Admin fee / account holder | $7,060 | $6,321+11.7% | $8,930-20.9% | $5,306+33.0% |