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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 | $40,195 | $81,358-50.6% | $155,556-74.2% | $80,959-50.4% |
| Participation rate | 57.1% | 66.3%-9.1pp | 78.2%-21.1pp | 67.7%-10.5pp |
| Annual return | 6.84% | 33.39%-26.5pp | 64.84%-58.0pp | 35.67%-28.8pp |
| Employer contribution / active EE | $1,015 | $3,106-67.3% | $4,675-78.3% | $2,757-63.2% |
| Participant deferral / active EE | $1,400 | $3,455-59.5% | $5,631-75.1% | $4,300-67.4% |
| Admin fee / account holder | $480 | $7,994-94.0% | $15,885-97.0% | $6,925-93.1% |