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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 | $59,338 | $99,053-40.1% | $88,179-32.7% | $138,895-57.3% |
| Participation rate | 41.2% | 74.2%-33.1pp | 69.1%-28.0pp | 79.9%-38.7pp |
| Annual return | 7.20% | 78.17%-71.0pp | 64.97%-57.8pp | 145.39%-138.2pp |
| Employer contribution / active EE | $792 | $2,882-72.5% | $2,549-68.9% | $4,194-81.1% |
| Participant deferral / active EE | $3,056 | $5,225-41.5% | $4,614-33.8% | $6,396-52.2% |
| Admin fee / account holder | $2,741 | $8,748-68.7% | $7,673-64.3% | $12,562-78.2% |