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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 | $41,830 | $51,604-18.9% | $129,295-67.6% | $80,874-48.3% |
| Participation rate | 53.8% | 57.0%-3.1pp | 69.6%-15.8pp | 67.6%-13.8pp |
| Annual return | 10.78% | 20.76%-10.0pp | 9429.28%-9418.5pp | 35.62%-24.8pp |
| Employer contribution / active EE | $658 | $1,585-58.5% | $4,157-84.2% | $2,756-76.1% |
| Participant deferral / active EE | $3,060 | $2,670+14.6% | $4,169-26.6% | $4,297-28.8% |
| Admin fee / account holder | $6,866 | $4,310+59.3% | $7,665-10.4% | $6,935-1.0% |