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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 | $47,094 | $106,267-55.7% | $96,520-51.2% | $139,456-66.2% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 9.40% | 38.45%-29.0pp | 35.72%-26.3pp | 373.45%-364.0pp |
| Employer contribution / active EE | $1,641 | $4,105-60.0% | $3,739-56.1% | $4,753-65.5% |
| Participant deferral / active EE | $4,243 | $5,454-22.2% | $4,879-13.0% | $6,711-36.8% |
| Admin fee / account holder | $4,226 | $7,882-46.4% | $6,733-37.2% | $11,407-63.0% |