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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 | $43,563 | $81,487-46.5% | $102,412-57.5% | $80,935-46.2% |
| Participation rate | 63.9% | 66.8%-2.9pp | 74.5%-10.6pp | 67.7%-3.7pp |
| Annual return | 10.42% | 25.60%-15.2pp | 24.94%-14.5pp | 35.66%-25.2pp |
| Employer contribution / active EE | $1,916 | $3,103-38.2% | $3,870-50.5% | $2,757-30.5% |
| Participant deferral / active EE | $3,143 | $3,871-18.8% | $5,060-37.9% | $4,299-26.9% |
| Admin fee / account holder | $2,692 | $6,717-59.9% | $8,388-67.9% | $6,924-61.1% |