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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 | $43,555 | $101,795-57.2% | $165,100-73.6% | $80,959-46.2% |
| Participation rate | 63.3% | 71.8%-8.5pp | 78.6%-15.3pp | 67.7%-4.3pp |
| Annual return | 9.62% | 16.73%-7.1pp | 70.21%-60.6pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,461 | $2,954-50.5% | $4,348-66.4% | $2,757-47.0% |
| Participant deferral / active EE | $1,984 | $4,476-55.7% | $6,035-67.1% | $4,300-53.9% |
| Admin fee / account holder | $8,231 | $8,221+0.1% | $12,696-35.2% | $6,925+18.9% |