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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 | $39,125 | $61,605-36.5% | $112,273-65.2% | $75,173-48.0% |
| Participation rate | 60.0% | 61.7%-1.7pp | 72.4%-12.4pp | 67.2%-7.2pp |
| Annual return | 12.05% | 28.47%-16.4pp | 30.23%-18.2pp | 160.72%-148.7pp |
| Employer contribution / active EE | $1,466 | $2,015-27.2% | $3,431-57.3% | $2,671-45.1% |
| Participant deferral / active EE | $4,820 | $3,108+55.1% | $4,800+0.4% | $4,126+16.8% |
| Admin fee / account holder | $484 | $4,862-90.0% | $7,752-93.8% | $5,651-91.4% |