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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 | $42,368 | $88,672-52.2% | $105,223-59.7% | $82,448-48.6% |
| Participation rate | 39.4% | 67.9%-28.5pp | 75.0%-35.7pp | 68.1%-28.7pp |
| Annual return | 12.33% | 30.86%-18.5pp | 180.65%-168.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,479 | $3,048-51.5% | $3,689-59.9% | $2,551-42.0% |
| Participant deferral / active EE | $3,950 | $4,036-2.1% | $5,072-22.1% | $4,139-4.6% |
| Admin fee / account holder | $7,069 | $7,146-1.1% | $8,859-20.2% | $7,234-2.3% |