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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 | $43,257 | $124,425-65.2% | $112,040-61.4% | $137,256-68.5% |
| Participation rate | 58.3% | 79.3%-21.0pp | 76.5%-18.2pp | 80.0%-21.6pp |
| Annual return | 9.95% | 24.72%-14.8pp | 24.52%-14.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,521 | $3,411-55.4% | $2,954-48.5% | $4,156-63.4% |
| Participant deferral / active EE | $2,927 | $5,718-48.8% | $5,098-42.6% | $6,407-54.3% |
| Admin fee / account holder | $19,963 | $15,207+31.3% | $12,098+65.0% | $12,270+62.7% |