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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 | $44,106 | $124,425-64.6% | $112,040-60.6% | $137,256-67.9% |
| Participation rate | 31.6% | 79.3%-47.7pp | 76.5%-44.9pp | 80.0%-48.4pp |
| Annual return | 6.94% | 24.72%-17.8pp | 24.52%-17.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $813 | $3,411-76.2% | $2,954-72.5% | $4,156-80.4% |
| Participant deferral / active EE | $2,280 | $5,718-60.1% | $5,098-55.3% | $6,407-64.4% |
| Admin fee / account holder | $23,593 | $15,207+55.1% | $12,098+95.0% | $12,270+92.3% |