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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 | $44,956 | $94,031-52.2% | $115,768-61.2% | $82,448-45.5% |
| Participation rate | 64.3% | 70.4%-6.1pp | 74.4%-10.1pp | 68.1%-3.8pp |
| Annual return | 9.45% | 20.61%-11.2pp | 100.46%-91.0pp | 41.64%-32.2pp |
| Employer contribution / active EE | $1,271 | $2,323-45.3% | $2,940-56.8% | $2,551-50.2% |
| Participant deferral / active EE | $2,495 | $3,972-37.2% | $4,917-49.3% | $4,139-39.7% |
| Admin fee / account holder | $7,281 | $10,249-29.0% | $12,439-41.5% | $7,234+0.6% |