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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 | $41,085 | $76,834-46.5% | $108,359-62.1% | $87,485-53.0% |
| Participation rate | 50.0% | 61.7%-11.7pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 10.30% | 19.09%-8.8pp | 36.89%-26.6pp | 26.06%-15.8pp |
| Employer contribution / active EE | $1,509 | $1,556-3.1% | $2,399-37.1% | $2,596-41.9% |
| Participant deferral / active EE | $3,873 | $3,100+24.9% | $4,137-6.4% | $4,274-9.4% |
| Admin fee / account holder | $9,235 | $6,537+41.3% | $9,741-5.2% | $7,775+18.8% |