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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 | $51,638-20.4% | $68,368-39.9% | $82,448-50.1% |
| Participation rate | 69.8% | 63.6%+6.2pp | 73.8%-4.0pp | 68.1%+1.7pp |
| Annual return | 10.12% | 37.53%-27.4pp | 292.57%-282.5pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,419 | $2,047-30.7% | $2,649-46.4% | $2,551-44.4% |
| Participant deferral / active EE | $2,033 | $2,914-30.2% | $4,123-50.7% | $4,139-50.9% |
| Admin fee / account holder | $6,004 | $4,643+29.3% | $5,150+16.6% | $7,234-17.0% |