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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 | $61,125-24.5% | $94,057-50.9% | $87,485-47.2% |
| Participation rate | 57.1% | 64.1%-6.9pp | 73.3%-16.2pp | 68.9%-11.8pp |
| Annual return | 12.07% | 35.20%-23.1pp | 480.62%-468.6pp | 26.06%-14.0pp |
| Employer contribution / active EE | $1,325 | $2,136-38.0% | $2,933-54.8% | $2,596-49.0% |
| Participant deferral / active EE | $4,269 | $3,260+30.9% | $4,709-9.4% | $4,274-0.1% |
| Admin fee / account holder | $1,888 | $5,629-66.5% | $7,244-73.9% | $7,775-75.7% |