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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 | $45,458 | $73,978-38.6% | $96,515-52.9% | $75,173-39.5% |
| Participation rate | 58.1% | 66.4%-8.3pp | 74.3%-16.2pp | 67.2%-9.1pp |
| Annual return | 10.09% | 26.72%-16.6pp | 35.73%-25.6pp | 160.72%-150.6pp |
| Employer contribution / active EE | $1,463 | $2,931-50.1% | $3,740-60.9% | $2,671-45.2% |
| Participant deferral / active EE | $3,658 | $3,660-0.1% | $4,880-25.0% | $4,126-11.4% |
| Admin fee / account holder | $30,384 | $5,219+482.2% | $6,735+351.1% | $5,651+437.7% |