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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 | $45,404 | $51,083-11.1% | $70,548-35.6% | $71,495-36.5% |
| Participation rate | 42.1% | 59.4%-17.3pp | 68.3%-26.2pp | 67.9%-25.8pp |
| Annual return | 13.51% | 42.64%-29.1pp | 32.78%-19.3pp | 28.85%-15.3pp |
| Employer contribution / active EE | $1,254 | $1,791-30.0% | $2,975-57.8% | $2,589-51.6% |
| Participant deferral / active EE | $2,552 | $3,028-15.7% | $4,567-44.1% | $4,291-40.5% |
| Admin fee / account holder | $6,870 | $1,995+244.3% | $6,424+6.9% | $1,588+332.7% |