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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 | $43,583 | $87,166-50.0% | $76,735-43.2% | $137,256-68.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 9.24% | 26.50%-17.3pp | 29.77%-20.5pp | 220.34%-211.1pp |
| Employer contribution / active EE | $2,099 | $2,904-27.7% | $2,454-14.5% | $4,156-49.5% |
| Participant deferral / active EE | $2,487 | $4,726-47.4% | $4,088-39.2% | $6,407-61.2% |
| Admin fee / account holder | $361 | $8,403-95.7% | $7,189-95.0% | $12,270-97.1% |