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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 | $41,357 | $104,098-60.3% | $140,514-70.6% | $94,015-56.0% |
| Participation rate | 61.3% | 73.7%-12.4pp | 77.8%-16.5pp | 70.8%-9.5pp |
| Annual return | 2.91% | 15.14%-12.2pp | 14.36%-11.4pp | 17.84%-14.9pp |
| Employer contribution / active EE | $1,513 | $2,388-36.7% | $3,378-55.2% | $2,790-45.8% |
| Participant deferral / active EE | $2,290 | $4,033-43.2% | $4,919-53.4% | $4,249-46.1% |
| Admin fee / account holder | $440 | $10,439-95.8% | $13,697-96.8% | $8,951-95.1% |