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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 | $42,959 | $70,475-39.0% | $100,530-57.3% | $79,858-46.2% |
| Participation rate | 53.8% | 73.7%-19.8pp | 79.4%-25.6pp | 69.6%-15.8pp |
| Annual return | 11.94% | 21.90%-10.0pp | 30.89%-19.0pp | 31.72%-19.8pp |
| Employer contribution / active EE | $2,809 | $2,165+29.8% | $3,418-17.8% | $2,471+13.7% |
| Participant deferral / active EE | $2,636 | $5,181-49.1% | $6,271-58.0% | $3,740-29.5% |
| Admin fee / account holder | $19,110 | $4,478+326.7% | $8,083+136.4% | $5,306+260.2% |