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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 | $43,389 | $93,589-53.6% | $135,942-68.1% | $75,181-42.3% |
| Participation rate | 63.3% | 75.2%-11.9pp | 81.9%-18.6pp | 67.2%-3.9pp |
| Annual return | 14.56% | 30.90%-16.3pp | 68.28%-53.7pp | 160.69%-146.1pp |
| Employer contribution / active EE | $2,216 | $3,537-37.4% | $4,858-54.4% | $2,671-17.0% |
| Participant deferral / active EE | $3,964 | $6,405-38.1% | $7,759-48.9% | $4,126-3.9% |
| Admin fee / account holder | $8,125 | $6,977+16.4% | $10,764-24.5% | $5,650+43.8% |