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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 | $54,039 | $65,364-17.3% | $92,909-41.8% | $72,975-25.9% |
| Participation rate | 46.3% | 68.3%-22.1pp | 76.0%-29.8pp | 69.5%-23.2pp |
| Annual return | 14.21% | 42.11%-27.9pp | 109.44%-95.2pp | 81.01%-66.8pp |
| Employer contribution / active EE | $1,002 | $2,594-61.4% | $3,653-72.6% | $2,440-58.9% |
| Participant deferral / active EE | $1,390 | $3,128-55.6% | $4,238-67.2% | $3,608-61.5% |
| Admin fee / account holder | $4,260 | $4,251+0.2% | $5,795-26.5% | $5,124-16.9% |