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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 | $46,218 | $72,269-36.0% | $101,271-54.4% | $79,852-42.1% |
| Participation rate | 52.9% | 68.5%-15.5pp | 75.8%-22.9pp | 69.6%-16.7pp |
| Annual return | 9.36% | 22.29%-12.9pp | 46.48%-37.1pp | 31.72%-22.4pp |
| Employer contribution / active EE | $943 | $2,692-65.0% | $3,660-74.2% | $2,471-61.8% |
| Participant deferral / active EE | $3,003 | $3,282-8.5% | $4,371-31.3% | $3,740-19.7% |
| Admin fee / account holder | $26,464 | $4,401+501.3% | $5,948+345.0% | $5,306+398.7% |