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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 | $44,823 | $85,766-47.7% | $136,297-67.1% | $70,131-36.1% |
| Participation rate | 63.0% | 74.2%-11.2pp | 81.9%-19.0pp | 69.5%-6.6pp |
| Annual return | 7.48% | 31.45%-24.0pp | 5156.16%-5148.7pp | 73.14%-65.7pp |
| Employer contribution / active EE | $983 | $2,966-66.9% | $4,696-79.1% | $2,342-58.1% |
| Participant deferral / active EE | $2,665 | $5,051-47.2% | $6,247-57.3% | $3,332-20.0% |
| Admin fee / account holder | $619 | $5,420-88.6% | $9,244-93.3% | $4,645-86.7% |