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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 | $46,133 | $70,418-34.5% | $96,570-52.2% | $85,847-46.3% |
| Participation rate | 50.7% | 61.8%-11.1pp | 69.8%-19.1pp | 69.3%-18.6pp |
| Annual return | 9.43% | 18.59%-9.2pp | 37.79%-28.4pp | 318.61%-309.2pp |
| Employer contribution / active EE | $1,105 | $1,413-21.8% | $2,357-53.1% | $2,565-56.9% |
| Participant deferral / active EE | $2,836 | $2,894-2.0% | $3,849-26.3% | $3,952-28.2% |
| Admin fee / account holder | $9,894 | $4,995+98.1% | $6,182+60.0% | $6,261+58.0% |