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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 | $43,820 | $71,197-38.5% | $93,669-53.2% | $80,925-45.9% |
| Participation rate | 45.5% | 60.4%-14.9pp | 68.7%-23.3pp | 67.7%-22.2pp |
| Annual return | 7.18% | 11.27%-4.1pp | 133.59%-126.4pp | 35.65%-28.5pp |
| Employer contribution / active EE | $1,016 | $1,565-35.1% | $2,424-58.1% | $2,756-63.2% |
| Participant deferral / active EE | $3,147 | $4,036-22.0% | $4,416-28.7% | $4,299-26.8% |
| Admin fee / account holder | $6,127 | $6,959-12.0% | $8,291-26.1% | $6,940-11.7% |