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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 | $42,684 | $106,864-60.1% | $147,318-71.0% | $82,637-48.3% |
| Participation rate | 58.1% | 75.5%-17.4pp | 82.1%-24.0pp | 68.1%-10.0pp |
| Annual return | 13.34% | 27.49%-14.1pp | 70.43%-57.1pp | 53.51%-40.2pp |
| Employer contribution / active EE | $2,491 | $3,417-27.1% | $4,593-45.8% | $2,552-2.4% |
| Participant deferral / active EE | $5,362 | $6,496-17.4% | $7,906-32.2% | $4,126+30.0% |
| Admin fee / account holder | $16,336 | $8,415+94.1% | $13,708+19.2% | $7,339+122.6% |