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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 | $43,658 | $81,504-46.4% | $102,437-57.4% | $80,959-46.1% |
| Participation rate | 59.3% | 66.9%-7.6pp | 74.5%-15.2pp | 67.7%-8.4pp |
| Annual return | 6.37% | 25.60%-19.2pp | 24.95%-18.6pp | 35.67%-29.3pp |
| Employer contribution / active EE | $2,418 | $3,104-22.1% | $3,871-37.5% | $2,757-12.3% |
| Participant deferral / active EE | $4,568 | $3,871+18.0% | $5,060-9.7% | $4,300+6.2% |
| Admin fee / account holder | $10,112 | $6,719+50.5% | $8,388+20.5% | $6,925+46.0% |