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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 | $115,225-62.8% | $100,712-57.4% | $138,895-69.1% |
| Participation rate | 65.2% | 74.3%-9.1pp | 69.3%-4.1pp | 79.9%-14.7pp |
| Annual return | 5.17% | 40.35%-35.2pp | 33.27%-28.1pp | 145.39%-140.2pp |
| Employer contribution / active EE | $1,259 | $2,771-54.6% | $2,313-45.6% | $4,194-70.0% |
| Participant deferral / active EE | $2,745 | $4,699-41.6% | $4,085-32.8% | $6,396-57.1% |
| Admin fee / account holder | $13,956 | $10,844+28.7% | $9,256+50.8% | $12,562+11.1% |