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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 | $45,897 | $101,778-54.9% | $164,975-72.2% | $80,925-43.3% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.7%-1.0pp |
| Annual return | 8.08% | 16.73%-8.6pp | 70.12%-62.0pp | 35.65%-27.6pp |
| Employer contribution / active EE | $1,089 | $2,954-63.1% | $4,343-74.9% | $2,756-60.5% |
| Participant deferral / active EE | $2,577 | $4,477-42.4% | $6,033-57.3% | $4,299-40.1% |
| Admin fee / account holder | $3,365 | $8,221-59.1% | $12,688-73.5% | $6,940-51.5% |