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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 | $42,890 | $117,904-63.6% | $102,457-58.1% | $145,978-70.6% |
| Participation rate | 29.4% | 78.6%-49.2pp | 76.5%-47.1pp | 80.3%-50.9pp |
| Annual return | 8.15% | 31.80%-23.6pp | 29.41%-21.3pp | 550.52%-542.4pp |
| Employer contribution / active EE | $1,296 | $3,613-64.1% | $3,022-57.1% | $4,662-72.2% |
| Participant deferral / active EE | $1,944 | $5,733-66.1% | $5,054-61.5% | $6,690-70.9% |
| Admin fee / account holder | $10,705 | $13,329-19.7% | $9,451+13.3% | $13,400-20.1% |