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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 | $41,109 | $49,976-17.7% | $66,674-38.3% | $82,637-50.3% |
| Participation rate | 69.8% | 63.1%+6.7pp | 73.7%-3.9pp | 68.1%+1.7pp |
| Annual return | 10.12% | 39.09%-29.0pp | 321.24%-311.1pp | 53.51%-43.4pp |
| Employer contribution / active EE | $1,419 | $1,988-28.6% | $2,620-45.8% | $2,552-44.4% |
| Participant deferral / active EE | $2,033 | $2,847-28.6% | $4,084-50.2% | $4,126-50.7% |
| Admin fee / account holder | $6,004 | $4,594+30.7% | $5,098+17.8% | $7,339-18.2% |