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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 | $42,048 | $81,208-48.2% | $98,920-57.5% | $79,852-47.3% |
| Participation rate | 68.1% | 72.5%-4.4pp | 76.0%-7.9pp | 69.6%-1.6pp |
| Annual return | 8.21% | 60.99%-52.8pp | 196.47%-188.3pp | 31.72%-23.5pp |
| Employer contribution / active EE | $2,034 | $1,960+3.8% | $2,689-24.4% | $2,471-17.7% |
| Participant deferral / active EE | $4,576 | $3,265+40.2% | $4,245+7.8% | $3,740+22.3% |
| Admin fee / account holder | $6,750 | $6,013+12.3% | $6,643+1.6% | $5,306+27.2% |