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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 | $46,160 | $49,976-7.6% | $66,674-30.8% | $82,637-44.1% |
| Participation rate | 57.1% | 63.1%-6.0pp | 73.7%-16.5pp | 68.1%-10.9pp |
| Annual return | 12.07% | 39.09%-27.0pp | 321.24%-309.2pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,325 | $1,988-33.4% | $2,620-49.4% | $2,552-48.1% |
| Participant deferral / active EE | $4,269 | $2,847+50.0% | $4,084+4.5% | $4,126+3.5% |
| Admin fee / account holder | $1,888 | $4,594-58.9% | $5,098-63.0% | $7,339-74.3% |