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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 | $42,021 | $91,179-53.9% | $178,499-76.5% | $79,852-47.4% |
| Participation rate | 58.2% | 69.2%-11.0pp | 81.9%-23.7pp | 69.6%-11.4pp |
| Annual return | 1.57% | 24.19%-22.6pp | 151.10%-149.5pp | 31.72%-30.2pp |
| Employer contribution / active EE | $1,471 | $3,256-54.8% | $5,011-70.7% | $2,471-40.5% |
| Participant deferral / active EE | $1,323 | $3,236-59.1% | $5,202-74.6% | $3,740-64.6% |
| Admin fee / account holder | $5,391 | $6,749-20.1% | $13,986-61.5% | $5,306+1.6% |