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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 | $46,986 | $89,370-47.4% | $141,197-66.7% | $72,976-35.6% |
| Participation rate | 65.4% | 75.1%-9.7pp | 82.5%-17.1pp | 69.5%-4.1pp |
| Annual return | 13.71% | 111.88%-98.2pp | 71.41%-57.7pp | 81.02%-67.3pp |
| Employer contribution / active EE | $1,193 | $3,115-61.7% | $4,736-74.8% | $2,440-51.1% |
| Participant deferral / active EE | $3,565 | $5,419-34.2% | $6,710-46.9% | $3,608-1.2% |
| Admin fee / account holder | $18,224 | $5,957+205.9% | $10,265+77.5% | $5,124+255.7% |