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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 | $40,044 | $91,559-56.3% | $133,959-70.1% | $79,858-49.9% |
| Participation rate | 64.3% | 73.3%-9.1pp | 79.8%-15.6pp | 69.6%-5.3pp |
| Annual return | 7.77% | 61.85%-54.1pp | 45.09%-37.3pp | 31.72%-23.9pp |
| Employer contribution / active EE | $599 | $2,384-74.9% | $3,919-84.7% | $2,471-75.8% |
| Participant deferral / active EE | $1,945 | $3,734-47.9% | $5,047-61.5% | $3,740-48.0% |
| Admin fee / account holder | $8,749 | $6,321+38.4% | $8,928-2.0% | $5,306+64.9% |