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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 | $81,331-51.7% | $155,534-74.7% | $80,935-51.4% |
| Participation rate | 63.2% | 66.3%-3.1pp | 78.2%-15.1pp | 67.7%-4.5pp |
| Annual return | 7.48% | 33.37%-25.9pp | 64.92%-57.4pp | 35.66%-28.2pp |
| Employer contribution / active EE | $1,814 | $3,105-41.6% | $4,675-61.2% | $2,757-34.2% |
| Participant deferral / active EE | $2,267 | $3,454-34.4% | $5,630-59.7% | $4,299-47.3% |
| Admin fee / account holder | $8,985 | $7,999+12.3% | $15,900-43.5% | $6,924+29.8% |