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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 | $36,443 | $162,821-77.6% | $133,978-72.8% | $158,982-77.1% |
| Participation rate | 64.3% | 83.2%-18.9pp | 79.8%-15.6pp | 82.0%-17.7pp |
| Annual return | 4.24% | 41.95%-37.7pp | 45.10%-40.9pp | 302.99%-298.7pp |
| Employer contribution / active EE | $1,907 | $4,976-61.7% | $3,919-51.3% | $4,763-60.0% |
| Participant deferral / active EE | $3,162 | $5,910-46.5% | $5,047-37.4% | $5,983-47.2% |
| Admin fee / account holder | $6,043 | $11,742-48.5% | $8,930-32.3% | $11,252-46.3% |