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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 | $44,348 | $48,011-7.6% | $63,803-30.5% | $82,637-46.3% |
| Participation rate | 60.0% | 66.6%-6.6pp | 72.7%-12.7pp | 68.1%-8.1pp |
| Annual return | 9.38% | 19.84%-10.5pp | 543.72%-534.3pp | 53.51%-44.1pp |
| Employer contribution / active EE | $1,318 | $1,904-30.7% | $2,532-47.9% | $2,552-48.3% |
| Participant deferral / active EE | $1,414 | $2,846-50.3% | $3,843-63.2% | $4,126-65.7% |
| Admin fee / account holder | $1,005 | $3,873-74.1% | $5,196-80.7% | $7,339-86.3% |