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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 | $43,555 | $101,763-57.2% | $164,866-73.6% | $80,874-46.1% |
| Participation rate | 63.3% | 71.8%-8.5pp | 78.6%-15.3pp | 67.6%-4.3pp |
| Annual return | 9.62% | 16.73%-7.1pp | 69.97%-60.4pp | 35.62%-26.0pp |
| Employer contribution / active EE | $1,461 | $2,954-50.5% | $4,343-66.4% | $2,756-47.0% |
| Participant deferral / active EE | $1,984 | $4,477-55.7% | $6,033-67.1% | $4,297-53.8% |
| Admin fee / account holder | $8,231 | $8,2280% | $12,689-35.1% | $6,935+18.7% |