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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 | $106,864-60.3% | $147,318-71.2% | $82,637-48.6% |
| Participation rate | 57.7% | 75.5%-17.8pp | 82.1%-24.4pp | 68.1%-10.4pp |
| Annual return | 11.08% | 27.49%-16.4pp | 70.43%-59.4pp | 53.51%-42.4pp |
| Employer contribution / active EE | $1,510 | $3,417-55.8% | $4,593-67.1% | $2,552-40.8% |
| Participant deferral / active EE | $3,984 | $6,496-38.7% | $7,906-49.6% | $4,126-3.5% |
| Admin fee / account holder | $1,308 | $8,415-84.5% | $13,708-90.5% | $7,339-82.2% |