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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 | $42,493 | $48,053-11.6% | $84,628-49.8% | $72,975-41.8% |
| Participation rate | 33.8% | 57.6%-23.8pp | 68.2%-34.5pp | 69.5%-35.7pp |
| Annual return | 17.19% | 37.39%-20.2pp | 258.80%-241.6pp | 81.01%-63.8pp |
| Employer contribution / active EE | $807 | $1,602-49.6% | $2,653-69.6% | $2,440-66.9% |
| Participant deferral / active EE | $1,571 | $2,681-41.4% | $3,900-59.7% | $3,608-56.5% |
| Admin fee / account holder | $3,420 | $3,395+0.7% | $4,914-30.4% | $5,124-33.3% |