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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 | $41,276 | $72,492-43.1% | $87,102-52.6% | $72,983-43.4% |
| Participation rate | 55.1% | 72.8%-17.7pp | 76.9%-21.8pp | 69.5%-14.4pp |
| Annual return | 15.68% | 24.46%-8.8pp | 28.19%-12.5pp | 81.01%-65.3pp |
| Employer contribution / active EE | $1,627 | $1,894-14.1% | $2,521-35.5% | $2,440-33.3% |
| Participant deferral / active EE | $1,914 | $3,270-41.5% | $4,048-52.7% | $3,608-46.9% |
| Admin fee / account holder | $751 | $5,055-85.1% | $7,491-90.0% | $5,124-85.3% |