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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 | $43,841 | $93,589-53.2% | $135,942-67.8% | $75,181-41.7% |
| Participation rate | 57.8% | 75.2%-17.4pp | 81.9%-24.1pp | 67.2%-9.4pp |
| Annual return | 8.76% | 30.90%-22.1pp | 68.28%-59.5pp | 160.69%-151.9pp |
| Employer contribution / active EE | $966 | $3,537-72.7% | $4,858-80.1% | $2,671-63.8% |
| Participant deferral / active EE | $4,894 | $6,405-23.6% | $7,759-36.9% | $4,126+18.6% |
| Admin fee / account holder | $1,559 | $6,977-77.7% | $10,764-85.5% | $5,650-72.4% |