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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 | $43,783 | $77,523-43.5% | $100,383-56.4% | $80,874-45.9% |
| Participation rate | 58.5% | 77.0%-18.4pp | 81.5%-23.0pp | 67.6%-9.1pp |
| Annual return | 12.09% | 37.21%-25.1pp | 49.26%-37.2pp | 35.62%-23.5pp |
| Employer contribution / active EE | $2,272 | $2,801-18.9% | $3,944-42.4% | $2,756-17.5% |
| Participant deferral / active EE | $3,513 | $6,822-48.5% | $8,086-56.6% | $4,297-18.2% |
| Admin fee / account holder | $3,549 | $5,899-39.8% | $7,900-55.1% | $6,935-48.8% |