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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 | $40,199 | $101,763-60.5% | $164,866-75.6% | $80,874-50.3% |
| Participation rate | 62.9% | 71.8%-9.0pp | 78.6%-15.7pp | 67.6%-4.8pp |
| Annual return | 10.17% | 16.73%-6.6pp | 69.97%-59.8pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,137 | $2,954-61.5% | $4,343-73.8% | $2,756-58.8% |
| Participant deferral / active EE | $2,034 | $4,477-54.6% | $6,033-66.3% | $4,297-52.7% |
| Admin fee / account holder | $12,272 | $8,228+49.1% | $12,689-3.3% | $6,935+76.9% |