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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 | $45,857 | $86,050-46.7% | $189,758-75.8% | $94,015-51.2% |
| Participation rate | 60.7% | 68.9%-8.2pp | 79.8%-19.1pp | 70.8%-10.1pp |
| Annual return | 10.04% | 17.77%-7.7pp | 52.62%-42.6pp | 17.84%-7.8pp |
| Employer contribution / active EE | $1,901 | $2,819-32.6% | $4,767-60.1% | $2,790-31.9% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $350 | $6,627-94.7% | $20,388-98.3% | $8,951-96.1% |