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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 | $44,890 | $78,197-42.6% | $98,090-54.2% | $82,637-45.7% |
| Participation rate | 59.7% | 77.5%-17.7pp | 81.5%-21.8pp | 68.1%-8.3pp |
| Annual return | 10.64% | 40.25%-29.6pp | 37.05%-26.4pp | 53.51%-42.9pp |
| Employer contribution / active EE | $1,570 | $2,605-39.7% | $3,606-56.5% | $2,552-38.5% |
| Participant deferral / active EE | $3,230 | $6,636-51.3% | $7,845-58.8% | $4,126-21.7% |
| Admin fee / account holder | $1,118 | $14,832-92.5% | $11,815-90.5% | $7,339-84.8% |