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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 | $43,613 | $77,814-44.0% | $158,223-72.4% | $86,983-49.9% |
| Participation rate | 68.0% | 68.4%-0.4pp | 79.2%-11.2pp | 69.5%-1.5pp |
| Annual return | 10.50% | 30.54%-20.0pp | 52.09%-41.6pp | 25.83%-15.3pp |
| Employer contribution / active EE | $748 | $2,592-71.1% | $4,109-81.8% | $2,584-71.1% |
| Participant deferral / active EE | $4,007 | $3,270+22.6% | $5,467-26.7% | $4,194-4.4% |
| Admin fee / account holder | $13,731 | $5,879+133.5% | $16,047-14.4% | $7,856+74.8% |