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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 | $43,377 | $91,559-52.6% | $133,971-67.6% | $79,852-45.7% |
| Participation rate | 65.4% | 73.3%-8.0pp | 79.8%-14.5pp | 69.6%-4.3pp |
| Annual return | 9.00% | 61.85%-52.9pp | 45.09%-36.1pp | 31.72%-22.7pp |
| Employer contribution / active EE | $2,305 | $2,384-3.3% | $3,919-41.2% | $2,471-6.7% |
| Participant deferral / active EE | $3,733 | $3,7340% | $5,047-26.0% | $3,740-0.2% |
| Admin fee / account holder | $5,398 | $6,321-14.6% | $8,929-39.5% | $5,306+1.7% |