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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 | $44,220 | $112,729-60.8% | $98,716-55.2% | $137,256-67.8% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.3%-55.0pp | 80.0%-65.7pp |
| Annual return | 9.93% | 38.48%-28.5pp | 31.81%-21.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $871 | $2,725-68.0% | $2,279-61.8% | $4,156-79.0% |
| Participant deferral / active EE | $2,202 | $4,640-52.5% | $4,048-45.6% | $6,407-65.6% |
| Admin fee / account holder | $10,221 | $10,129+0.9% | $8,703+17.4% | $12,270-16.7% |