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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 | $45,843 | $65,364-29.9% | $92,909-50.7% | $72,975-37.2% |
| Participation rate | 44.8% | 68.3%-23.5pp | 76.0%-31.2pp | 69.5%-24.7pp |
| Annual return | 9.52% | 42.11%-32.6pp | 109.44%-99.9pp | 81.01%-71.5pp |
| Employer contribution / active EE | $928 | $2,594-64.2% | $3,653-74.6% | $2,440-62.0% |
| Participant deferral / active EE | $1,644 | $3,128-47.4% | $4,238-61.2% | $3,608-54.4% |
| Admin fee / account holder | $1,902 | $4,251-55.3% | $5,795-67.2% | $5,124-62.9% |