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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 | $44,975 | $51,642-12.9% | $129,384-65.2% | $80,935-44.4% |
| Participation rate | 53.6% | 56.9%-3.3pp | 69.6%-16.1pp | 67.7%-14.1pp |
| Annual return | 10.03% | 20.78%-10.8pp | 9461.77%-9451.7pp | 35.66%-25.6pp |
| Employer contribution / active EE | $871 | $1,583-45.0% | $4,153-79.0% | $2,757-68.4% |
| Participant deferral / active EE | $1,891 | $2,670-29.1% | $4,166-54.6% | $4,299-56.0% |
| Admin fee / account holder | $2,730 | $4,312-36.7% | $7,686-64.5% | $6,924-60.6% |