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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 | $46,139 | $98,760-53.3% | $149,710-69.2% | $79,860-42.2% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.5%-18.0pp | 69.6%-5.1pp |
| Annual return | 9.74% | 27.43%-17.7pp | 276.63%-266.9pp | 31.72%-22.0pp |
| Employer contribution / active EE | $3,316 | $3,217+3.1% | $4,645-28.6% | $2,471+34.2% |
| Participant deferral / active EE | $5,003 | $5,681-11.9% | $6,842-26.9% | $3,740+33.8% |
| Admin fee / account holder | $3,529 | $6,053-41.7% | $9,309-62.1% | $5,306-33.5% |