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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 | $42,563 | $79,700-46.6% | $153,643-72.3% | $74,459-42.8% |
| Participation rate | 53.5% | 69.8%-16.4pp | 77.1%-23.6pp | 67.2%-13.8pp |
| Annual return | 11.30% | 15.07%-3.8pp | 15.71%-4.4pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $1,805 | $4,016-55.1% | $5,039-64.2% | $2,626-31.3% |
| Participant deferral / active EE | $2,611 | $5,315-50.9% | $6,754-61.3% | $4,350-40.0% |
| Admin fee / account holder | $2,970 | $1,790+65.9% | $12,739-76.7% | $1,945+52.7% |