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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 | $42,389 | $106,864-60.3% | $147,318-71.2% | $82,637-48.7% |
| Participation rate | 59.3% | 75.5%-16.2pp | 82.1%-22.8pp | 68.1%-8.8pp |
| Annual return | 13.75% | 27.49%-13.7pp | 70.43%-56.7pp | 53.51%-39.8pp |
| Employer contribution / active EE | $1,758 | $3,417-48.5% | $4,593-61.7% | $2,552-31.1% |
| Participant deferral / active EE | $3,614 | $6,496-44.4% | $7,906-54.3% | $4,126-12.4% |
| Admin fee / account holder | $403 | $8,415-95.2% | $13,708-97.1% | $7,339-94.5% |