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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 | $46,652 | $108,825-57.1% | $156,181-70.1% | $82,448-43.4% |
| Participation rate | 59.4% | 72.4%-13.0pp | 78.8%-19.5pp | 68.1%-8.7pp |
| Annual return | 11.27% | 20.59%-9.3pp | 64.87%-53.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,221 | $2,870-22.6% | $4,294-48.3% | $2,551-12.9% |
| Participant deferral / active EE | $4,248 | $4,577-7.2% | $6,132-30.7% | $4,139+2.6% |
| Admin fee / account holder | $29,272 | $9,341+213.4% | $14,586+100.7% | $7,234+304.6% |