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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 | $89,259-49.6% | $107,187-58.0% | $82,637-45.6% |
| Participation rate | 62.5% | 67.9%-5.4pp | 75.0%-12.5pp | 68.1%-5.6pp |
| Annual return | 9.35% | 21.02%-11.7pp | 204.55%-195.2pp | 53.51%-44.2pp |
| Employer contribution / active EE | $1,483 | $3,080-51.8% | $3,782-60.8% | $2,552-41.9% |
| Participant deferral / active EE | $1,886 | $4,037-53.3% | $5,096-63.0% | $4,126-54.3% |
| Admin fee / account holder | $1,613 | $7,381-78.2% | $9,162-82.4% | $7,339-78.0% |