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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 | $42,647 | $68,573-37.8% | $120,368-64.6% | $80,874-47.3% |
| Participation rate | 56.1% | 61.6%-5.4pp | 71.9%-15.8pp | 67.6%-11.5pp |
| Annual return | 7.25% | 23.61%-16.4pp | 107.26%-100.0pp | 35.62%-28.4pp |
| Employer contribution / active EE | $2,846 | $2,052+38.7% | $3,465-17.9% | $2,756+3.3% |
| Participant deferral / active EE | $3,283 | $3,174+3.4% | $4,991-34.2% | $4,297-23.6% |
| Admin fee / account holder | $1,647 | $5,734-71.3% | $9,429-82.5% | $6,935-76.2% |