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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 | $44,298 | $41,377+7.1% | $109,313-59.5% | $62,881-29.6% |
| Participation rate | 51.4% | 57.5%-6.1pp | 71.3%-19.8pp | 69.3%-17.9pp |
| Annual return | 0.45% | 11.05%-10.6pp | 22.07%-21.6pp | 20.14%-19.7pp |
| Employer contribution / active EE | $1,105 | $1,276-13.4% | $3,892-71.6% | $2,281-51.6% |
| Participant deferral / active EE | $1,701 | $2,045-16.8% | $3,166-46.3% | $3,203-46.9% |
| Admin fee / account holder | $7,932 | $2,884+175.1% | $5,666+40.0% | $4,296+84.7% |