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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 | $39,315 | $81,262-51.6% | $155,602-74.7% | $80,911-51.4% |
| Participation rate | 63.2% | 66.2%-3.1pp | 78.2%-15.0pp | 67.6%-4.5pp |
| Annual return | 7.48% | 33.34%-25.9pp | 64.81%-57.3pp | 35.63%-28.2pp |
| Employer contribution / active EE | $1,814 | $3,102-41.5% | $4,675-61.2% | $2,756-34.2% |
| Participant deferral / active EE | $2,267 | $3,451-34.3% | $5,629-59.7% | $4,297-47.2% |
| Admin fee / account holder | $8,985 | $7,992+12.4% | $15,923-43.6% | $6,935+29.6% |