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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 | $99,875-57.6% | $146,866-71.1% | $86,983-51.3% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.5%-23.2pp | 69.5%-10.3pp |
| Annual return | 13.75% | 28.10%-14.3pp | 102.85%-89.1pp | 25.83%-12.1pp |
| Employer contribution / active EE | $1,758 | $3,224-45.5% | $4,425-60.3% | $2,584-32.0% |
| Participant deferral / active EE | $3,614 | $6,322-42.8% | $7,759-53.4% | $4,194-13.8% |
| Admin fee / account holder | $403 | $7,838-94.9% | $13,620-97.0% | $7,856-94.9% |