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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 | $47,019 | $54,757-14.1% | $90,304-47.9% | $72,975-35.6% |
| Participation rate | 59.4% | 65.2%-5.8pp | 73.3%-13.9pp | 69.5%-10.1pp |
| Annual return | 16.13% | 30.63%-14.5pp | 78.13%-62.0pp | 81.01%-64.9pp |
| Employer contribution / active EE | $997 | $2,093-52.4% | $2,855-65.1% | $2,440-59.2% |
| Participant deferral / active EE | $3,722 | $2,887+28.9% | $3,885-4.2% | $3,608+3.2% |
| Admin fee / account holder | $9,890 | $3,973+148.9% | $5,354+84.7% | $5,124+93.0% |