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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 | $40,382 | $64,920-37.8% | $103,693-61.1% | $86,983-53.6% |
| Participation rate | 42.9% | 63.6%-20.7pp | 72.6%-29.8pp | 69.5%-26.7pp |
| Annual return | 9.32% | 30.29%-21.0pp | 47.61%-38.3pp | 25.83%-16.5pp |
| Employer contribution / active EE | $2,359 | $2,141+10.2% | $2,920-19.2% | $2,584-8.7% |
| Participant deferral / active EE | $5,826 | $3,241+79.8% | $4,579+27.2% | $4,194+38.9% |
| Admin fee / account holder | $101,231 | $6,191+1535.0% | $7,858+1188.2% | $7,856+1188.6% |