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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 | $37,162 | $79,955-53.5% | $98,450-62.3% | $75,181-50.6% |
| Participation rate | 44.4% | 70.4%-25.9pp | 75.2%-30.7pp | 67.2%-22.8pp |
| Annual return | 9.16% | 19.75%-10.6pp | 21.16%-12.0pp | 160.69%-151.5pp |
| Employer contribution / active EE | $1,120 | $2,264-50.5% | $3,049-63.3% | $2,671-58.1% |
| Participant deferral / active EE | $1,726 | $3,752-54.0% | $4,739-63.6% | $4,126-58.2% |
| Admin fee / account holder | $6,920 | $6,841+1.2% | $8,961-22.8% | $5,650+22.5% |