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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 | $42,747 | $86,330-50.5% | $121,871-64.9% | $94,015-54.5% |
| Participation rate | 63.2% | 66.7%-3.5pp | 73.2%-10.0pp | 70.8%-7.6pp |
| Annual return | 9.97% | 14.95%-5.0pp | 13.57%-3.6pp | 17.84%-7.9pp |
| Employer contribution / active EE | $1,881 | $2,292-18.0% | $2,731-31.1% | $2,790-32.6% |
| Participant deferral / active EE | $3,421 | $3,146+8.7% | $4,318-20.8% | $4,249-19.5% |
| Admin fee / account holder | $38,090 | $7,346+418.5% | $11,551+229.8% | $8,951+325.5% |