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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 | $43,265 | $80,763-46.4% | $102,412-57.8% | $74,459-41.9% |
| Participation rate | 58.1% | 65.7%-7.6pp | 74.5%-16.4pp | 67.2%-9.1pp |
| Annual return | 11.01% | 27.57%-16.6pp | 24.94%-13.9pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $1,378 | $3,160-56.4% | $3,870-64.4% | $2,626-47.5% |
| Participant deferral / active EE | $2,660 | $3,862-31.1% | $5,060-47.4% | $4,350-38.8% |
| Admin fee / account holder | $6,554 | $2,371+176.4% | $8,388-21.9% | $1,945+237.0% |