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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 | $44,109 | $51,638-14.6% | $129,406-65.9% | $80,959-45.5% |
| Participation rate | 52.0% | 56.9%-4.9pp | 69.6%-17.6pp | 67.7%-15.7pp |
| Annual return | 10.23% | 20.78%-10.5pp | 9468.18%-9457.9pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,381 | $1,584-12.8% | $4,155-66.8% | $2,757-49.9% |
| Participant deferral / active EE | $4,576 | $2,670+71.4% | $4,167+9.8% | $4,300+6.4% |
| Admin fee / account holder | $3,102 | $4,313-28.1% | $7,689-59.7% | $6,925-55.2% |