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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 | $78,013-49.3% | $178,449-77.8% | $80,911-51.1% |
| Participation rate | 62.3% | 65.7%-3.4pp | 77.1%-14.8pp | 67.6%-5.4pp |
| Annual return | 10.61% | 18.07%-7.5pp | 27.09%-16.5pp | 35.63%-25.0pp |
| Employer contribution / active EE | $1,197 | $2,287-47.6% | $3,951-69.7% | $2,756-56.6% |
| Participant deferral / active EE | $2,710 | $4,408-38.5% | $6,277-56.8% | $4,297-36.9% |
| Admin fee / account holder | $2,841 | $7,166-60.4% | $10,362-72.6% | $6,935-59.0% |