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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 | $42,289 | $101,795-58.5% | $165,100-74.4% | $80,959-47.8% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 9.80% | 16.73%-6.9pp | 70.21%-60.4pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,433 | $2,954-51.5% | $4,348-67.0% | $2,757-48.0% |
| Participant deferral / active EE | $3,248 | $4,476-27.4% | $6,035-46.2% | $4,300-24.5% |
| Admin fee / account holder | $12,460 | $8,221+51.6% | $12,696-1.9% | $6,925+79.9% |