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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 | $58,644 | $48,314+21.4% | $67,561-13.2% | $80,925-27.5% |
| Participation rate | 29.0% | 66.4%-37.4pp | 72.9%-43.9pp | 67.7%-38.6pp |
| Annual return | 11.07% | 18.28%-7.2pp | 3525.44%-3514.4pp | 35.65%-24.6pp |
| Employer contribution / active EE | $761 | $2,022-62.3% | $2,735-72.2% | $2,756-72.4% |
| Participant deferral / active EE | $2,526 | $2,927-13.7% | $4,003-36.9% | $4,299-41.2% |
| Admin fee / account holder | $3,493 | $3,690-5.3% | $4,006-12.8% | $6,940-49.7% |