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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 | $43,668 | $65,361-33.2% | $92,903-53.0% | $72,983-40.2% |
| Participation rate | 45.2% | 68.3%-23.2pp | 76.0%-30.8pp | 69.5%-24.3pp |
| Annual return | 15.70% | 42.11%-26.4pp | 109.43%-93.7pp | 81.01%-65.3pp |
| Employer contribution / active EE | $1,676 | $2,594-35.4% | $3,653-54.1% | $2,440-31.3% |
| Participant deferral / active EE | $3,121 | $3,128-0.2% | $4,238-26.3% | $3,608-13.5% |
| Admin fee / account holder | $10,973 | $4,251+158.1% | $5,795+89.4% | $5,124+114.1% |