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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 | $42,920 | $112,729-61.9% | $98,716-56.5% | $137,256-68.7% |
| Participation rate | 65.2% | 74.2%-9.0pp | 69.3%-4.1pp | 80.0%-14.7pp |
| Annual return | 5.17% | 38.48%-33.3pp | 31.81%-26.6pp | 220.34%-215.2pp |
| Employer contribution / active EE | $1,259 | $2,725-53.8% | $2,279-44.8% | $4,156-69.7% |
| Participant deferral / active EE | $2,745 | $4,640-40.8% | $4,048-32.2% | $6,407-57.2% |
| Admin fee / account holder | $13,956 | $10,129+37.8% | $8,703+60.4% | $12,270+13.7% |