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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 | $44,256 | $91,559-51.7% | $133,971-67.0% | $79,852-44.6% |
| Participation rate | 68.3% | 73.3%-5.1pp | 79.8%-11.5pp | 69.6%-1.3pp |
| Annual return | 10.14% | 61.85%-51.7pp | 45.09%-35.0pp | 31.72%-21.6pp |
| Employer contribution / active EE | $1,998 | $2,384-16.2% | $3,919-49.0% | $2,471-19.2% |
| Participant deferral / active EE | $2,573 | $3,734-31.1% | $5,047-49.0% | $3,740-31.2% |
| Admin fee / account holder | $2,250 | $6,321-64.4% | $8,929-74.8% | $5,306-57.6% |