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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 | $77,472-43.5% | $100,415-56.4% | $80,959-45.9% |
| Participation rate | 58.5% | 76.9%-18.4pp | 81.5%-23.0pp | 67.7%-9.1pp |
| Annual return | 12.09% | 37.26%-25.2pp | 49.47%-37.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,272 | $2,800-18.9% | $3,943-42.4% | $2,757-17.6% |
| Participant deferral / active EE | $3,513 | $6,818-48.5% | $8,091-56.6% | $4,300-18.3% |
| Admin fee / account holder | $3,549 | $5,885-39.7% | $7,906-55.1% | $6,925-48.8% |