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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 | $42,926 | $76,407-43.8% | $150,298-71.4% | $82,448-47.9% |
| Participation rate | 46.2% | 66.4%-20.2pp | 77.8%-31.6pp | 68.1%-21.9pp |
| Annual return | 12.98% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,458 | $2,614-44.2% | $4,154-64.9% | $2,551-42.8% |
| Participant deferral / active EE | $2,222 | $3,214-30.9% | $5,453-59.3% | $4,139-46.3% |
| Admin fee / account holder | $9,848 | $6,352+55.0% | $14,116-30.2% | $7,234+36.1% |