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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 | $43,061 | $48,337-10.9% | $67,560-36.3% | $80,959-46.8% |
| Participation rate | 45.7% | 66.4%-20.7pp | 72.9%-27.2pp | 67.7%-22.0pp |
| Annual return | 8.09% | 18.26%-10.2pp | 3533.50%-3525.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $809 | $2,023-60.0% | $2,737-70.5% | $2,757-70.7% |
| Participant deferral / active EE | $1,233 | $2,928-57.9% | $4,004-69.2% | $4,300-71.3% |
| Admin fee / account holder | $3,200 | $3,695-13.4% | $3,994-19.9% | $6,925-53.8% |