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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 | $41,599 | $87,733-52.6% | $106,555-61.0% | $85,847-51.5% |
| Participation rate | 61.3% | 71.9%-10.6pp | 76.1%-14.8pp | 69.3%-8.0pp |
| Annual return | 10.79% | 21.86%-11.1pp | 26.80%-16.0pp | 318.61%-307.8pp |
| Employer contribution / active EE | $1,561 | $2,073-24.7% | $2,819-44.6% | $2,565-39.1% |
| Participant deferral / active EE | $3,829 | $3,469+10.4% | $4,399-13.0% | $3,952-3.1% |
| Admin fee / account holder | $7,035 | $6,767+4.0% | $7,408-5.0% | $6,261+12.4% |