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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 | $45,838 | $86,294-46.9% | $111,303-58.8% | $85,856-46.6% |
| Participation rate | 55.6% | 73.3%-17.8pp | 77.3%-21.8pp | 69.3%-13.8pp |
| Annual return | 8.42% | 19.99%-11.6pp | 54.66%-46.2pp | 318.58%-310.2pp |
| Employer contribution / active EE | $1,445 | $2,043-29.3% | $2,731-47.1% | $2,565-43.7% |
| Participant deferral / active EE | $2,544 | $3,641-30.1% | $4,487-43.3% | $3,952-35.6% |
| Admin fee / account holder | $2,136 | $8,189-73.9% | $7,966-73.2% | $6,261-65.9% |