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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 | $42,417 | $118,467-64.2% | $98,450-56.9% | $139,456-69.6% |
| Participation rate | 56.3% | 77.5%-21.2pp | 75.2%-18.9pp | 80.3%-24.1pp |
| Annual return | 5.33% | 18.95%-13.6pp | 21.16%-15.8pp | 373.45%-368.1pp |
| Employer contribution / active EE | $998 | $3,611-72.4% | $3,049-67.3% | $4,753-79.0% |
| Participant deferral / active EE | $3,634 | $5,393-32.6% | $4,739-23.3% | $6,711-45.9% |
| Admin fee / account holder | $2,274 | $14,057-83.8% | $8,961-74.6% | $11,407-80.1% |