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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 | $45,496 | $62,672-27.4% | $185,117-75.4% | $70,124-35.1% |
| Participation rate | 48.4% | 63.8%-15.3pp | 77.3%-28.8pp | 69.5%-21.1pp |
| Annual return | 8.47% | 40.79%-32.3pp | 40.50%-32.0pp | 73.14%-64.7pp |
| Employer contribution / active EE | $1,064 | $1,753-39.3% | $4,182-74.5% | $2,342-54.6% |
| Participant deferral / active EE | $1,745 | $3,272-46.7% | $5,045-65.4% | $3,332-47.6% |
| Admin fee / account holder | $365 | $3,932-90.7% | $8,159-95.5% | $4,645-92.1% |