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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 | $51,638-19.0% | $129,406-67.7% | $80,959-48.3% |
| Participation rate | 53.8% | 56.9%-3.1pp | 69.6%-15.8pp | 67.7%-13.8pp |
| Annual return | 10.78% | 20.78%-10.0pp | 9468.18%-9457.4pp | 35.67%-24.9pp |
| Employer contribution / active EE | $658 | $1,584-58.4% | $4,155-84.2% | $2,757-76.1% |
| Participant deferral / active EE | $3,060 | $2,670+14.6% | $4,167-26.6% | $4,300-28.8% |
| Admin fee / account holder | $6,866 | $4,313+59.2% | $7,689-10.7% | $6,925-0.9% |