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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 | $40,272 | $76,407-47.3% | $150,298-73.2% | $82,448-51.2% |
| Participation rate | 28.9% | 66.4%-37.5pp | 77.8%-48.9pp | 68.1%-39.2pp |
| Annual return | 9.68% | 39.99%-30.3pp | 62.79%-53.1pp | 41.64%-32.0pp |
| Employer contribution / active EE | $1,629 | $2,614-37.7% | $4,154-60.8% | $2,551-36.2% |
| Participant deferral / active EE | $2,350 | $3,214-26.9% | $5,453-56.9% | $4,139-43.2% |
| Admin fee / account holder | $18,071 | $6,352+184.5% | $14,116+28.0% | $7,234+149.8% |