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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 | $44,426 | $51,631-14.0% | $129,397-65.7% | $80,925-45.1% |
| Participation rate | 55.0% | 56.9%-1.9pp | 69.6%-14.6pp | 67.7%-12.7pp |
| Annual return | 10.20% | 20.77%-10.6pp | 9453.98%-9443.8pp | 35.65%-25.5pp |
| Employer contribution / active EE | $1,215 | $1,583-23.3% | $4,154-70.8% | $2,756-55.9% |
| Participant deferral / active EE | $2,403 | $2,670-10.0% | $4,167-42.3% | $4,299-44.1% |
| Admin fee / account holder | $2,410 | $4,309-44.1% | $7,679-68.6% | $6,940-65.3% |