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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 | $44,422 | $185,312-76.0% | $161,489-72.5% | $154,746-71.3% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 9.53% | 103.84%-94.3pp | 89.72%-80.2pp | 172.34%-162.8pp |
| Employer contribution / active EE | $2,461 | $4,769-48.4% | $4,268-42.3% | $4,379-43.8% |
| Participant deferral / active EE | $3,623 | $6,350-42.9% | $5,630-35.6% | $6,730-46.2% |
| Admin fee / account holder | $24,197 | $18,654+29.7% | $16,006+51.2% | $14,365+68.4% |