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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 | $42,132 | $76,551-45.0% | $123,894-66.0% | $62,881-33.0% |
| Participation rate | 42.9% | 73.0%-30.1pp | 81.4%-38.6pp | 69.3%-26.4pp |
| Annual return | 3.27% | 18.68%-15.4pp | 47.52%-44.3pp | 20.14%-16.9pp |
| Employer contribution / active EE | $1,089 | $2,882-62.2% | $4,617-76.4% | $2,281-52.2% |
| Participant deferral / active EE | $5,719 | $4,840+18.2% | $5,984-4.4% | $3,203+78.5% |
| Admin fee / account holder | $1,060 | $4,826-78.0% | $8,357-87.3% | $4,296-75.3% |