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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 | $44,687 | $124,425-64.1% | $112,040-60.1% | $137,256-67.4% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 3.74% | 24.72%-21.0pp | 24.52%-20.8pp | 220.34%-216.6pp |
| Employer contribution / active EE | $1,662 | $3,411-51.3% | $2,954-43.7% | $4,156-60.0% |
| Participant deferral / active EE | $4,443 | $5,718-22.3% | $5,098-12.9% | $6,407-30.7% |
| Admin fee / account holder | $42,652 | $15,207+180.5% | $12,098+252.6% | $12,270+247.6% |