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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 | $42,453 | $99,875-57.5% | $146,866-71.1% | $86,983-51.2% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.5%-24.8pp | 69.5%-11.8pp |
| Annual return | 11.08% | 28.10%-17.0pp | 102.85%-91.8pp | 25.83%-14.7pp |
| Employer contribution / active EE | $1,510 | $3,224-53.2% | $4,425-65.9% | $2,584-41.6% |
| Participant deferral / active EE | $3,984 | $6,322-37.0% | $7,759-48.7% | $4,194-5.0% |
| Admin fee / account holder | $1,308 | $7,838-83.3% | $13,620-90.4% | $7,856-83.3% |