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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 | $46,081 | $53,128-13.3% | $86,582-46.8% | $70,126-34.3% |
| Participation rate | 63.4% | 65.3%-1.9pp | 73.5%-10.1pp | 69.5%-6.1pp |
| Annual return | 10.33% | 27.66%-17.3pp | 965.08%-954.8pp | 73.15%-62.8pp |
| Employer contribution / active EE | $1,203 | $2,068-41.9% | $2,839-57.7% | $2,343-48.7% |
| Participant deferral / active EE | $2,261 | $2,695-16.1% | $3,609-37.3% | $3,332-32.1% |
| Admin fee / account holder | $2,587 | $3,584-27.8% | $4,904-47.2% | $4,645-44.3% |