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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 | $46,699 | $88,672-47.3% | $105,223-55.6% | $82,448-43.4% |
| Participation rate | 45.7% | 67.9%-22.2pp | 75.0%-29.3pp | 68.1%-22.4pp |
| Annual return | 9.41% | 30.86%-21.4pp | 180.65%-171.2pp | 41.64%-32.2pp |
| Employer contribution / active EE | $1,620 | $3,048-46.8% | $3,689-56.1% | $2,551-36.5% |
| Participant deferral / active EE | $1,697 | $4,036-57.9% | $5,072-66.5% | $4,139-59.0% |
| Admin fee / account holder | $3,983 | $7,146-44.3% | $8,859-55.0% | $7,234-44.9% |