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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 | $47,690 | $51,638-7.6% | $129,406-63.1% | $80,959-41.1% |
| Participation rate | 47.9% | 56.9%-9.0pp | 69.6%-21.8pp | 67.7%-19.8pp |
| Annual return | 10.91% | 20.78%-9.9pp | 9468.18%-9457.3pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,271 | $1,584-19.7% | $4,155-69.4% | $2,757-53.9% |
| Participant deferral / active EE | $2,550 | $2,670-4.5% | $4,167-38.8% | $4,300-40.7% |
| Admin fee / account holder | $4,954 | $4,313+14.8% | $7,689-35.6% | $6,925-28.5% |