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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 | $41,441 | $81,358-49.1% | $155,556-73.4% | $80,959-48.8% |
| Participation rate | 67.8% | 66.3%+1.5pp | 78.2%-10.4pp | 67.7%+0.1pp |
| Annual return | 8.24% | 33.39%-25.1pp | 64.84%-56.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $1,555 | $3,106-49.9% | $4,675-66.7% | $2,757-43.6% |
| Participant deferral / active EE | $1,222 | $3,455-64.6% | $5,631-78.3% | $4,300-71.6% |
| Admin fee / account holder | $9,593 | $7,994+20.0% | $15,885-39.6% | $6,925+38.5% |