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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 | $46,787 | $77,920-40.0% | $149,723-68.8% | $75,177-37.8% |
| Participation rate | 61.8% | 65.6%-3.8pp | 78.8%-17.0pp | 67.2%-5.4pp |
| Annual return | 11.37% | 31.72%-20.3pp | 134.50%-123.1pp | 160.75%-149.4pp |
| Employer contribution / active EE | $2,097 | $3,138-33.2% | $4,821-56.5% | $2,671-21.5% |
| Participant deferral / active EE | $2,695 | $3,411-21.0% | $5,682-52.6% | $4,126-34.7% |
| Admin fee / account holder | $3,283 | $5,951-44.8% | $13,215-75.2% | $5,651-41.9% |