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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 | $44,973 | $93,345-51.8% | $119,126-62.2% | $87,485-48.6% |
| Participation rate | 62.5% | 68.7%-6.2pp | 75.8%-13.3pp | 68.9%-6.4pp |
| Annual return | 9.35% | 19.08%-9.7pp | 282.11%-272.8pp | 26.06%-16.7pp |
| Employer contribution / active EE | $1,483 | $3,172-53.2% | $4,034-63.2% | $2,596-42.9% |
| Participant deferral / active EE | $1,886 | $4,099-54.0% | $5,318-64.5% | $4,274-55.9% |
| Admin fee / account holder | $1,613 | $8,039-79.9% | $10,693-84.9% | $7,775-79.3% |