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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 | $44,558 | $75,183-40.7% | $123,894-64.0% | $55,167-19.2% |
| Participation rate | 51.0% | 72.8%-21.8pp | 81.4%-30.4pp | 69.0%-18.0pp |
| Annual return | 4.32% | 19.01%-14.7pp | 47.52%-43.2pp | 169.23%-164.9pp |
| Employer contribution / active EE | $1,152 | $2,823-59.2% | $4,617-75.1% | $1,963-41.3% |
| Participant deferral / active EE | $2,507 | $5,084-50.7% | $5,984-58.1% | $3,054-17.9% |
| Admin fee / account holder | $3,051 | $663+360.6% | $8,357-63.5% | $504+505.6% |