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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 | $46,845 | $87,106-46.2% | $105,607-55.6% | $80,935-42.1% |
| Participation rate | 57.7% | 70.4%-12.7pp | 75.3%-17.6pp | 67.7%-10.0pp |
| Annual return | 8.81% | 17.01%-8.2pp | 116.11%-107.3pp | 35.66%-26.9pp |
| Employer contribution / active EE | $1,073 | $2,396-55.2% | $3,167-66.1% | $2,757-61.1% |
| Participant deferral / active EE | $3,795 | $3,986-4.8% | $5,011-24.3% | $4,299-11.7% |
| Admin fee / account holder | $4,806 | $8,447-43.1% | $10,958-56.1% | $6,924-30.6% |