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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 | $39,529 | $77,962-49.3% | $178,540-77.9% | $80,935-51.2% |
| Participation rate | 62.3% | 65.7%-3.4pp | 77.1%-14.8pp | 67.7%-5.4pp |
| Annual return | 10.61% | 18.10%-7.5pp | 27.15%-16.5pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,197 | $2,280-47.5% | $3,953-69.7% | $2,757-56.6% |
| Participant deferral / active EE | $2,710 | $4,404-38.5% | $6,281-56.8% | $4,299-37.0% |
| Admin fee / account holder | $2,841 | $7,156-60.3% | $10,424-72.7% | $6,924-59.0% |