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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 | $41,980 | $96,268-56.4% | $143,412-70.7% | $86,983-51.7% |
| Participation rate | 68.4% | 74.6%-6.2pp | 78.5%-10.0pp | 69.5%-1.1pp |
| Annual return | 6.14% | 25.47%-19.3pp | 256.99%-250.8pp | 25.83%-19.7pp |
| Employer contribution / active EE | $4,828 | $3,080+56.8% | $3,748+28.8% | $2,584+86.8% |
| Participant deferral / active EE | $7,240 | $6,001+20.7% | $6,816+6.2% | $4,194+72.6% |
| Admin fee / account holder | $5,229 | $7,778-32.8% | $11,396-54.1% | $7,856-33.4% |