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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 | $97,550-57.6% | $120,344-65.6% | $87,485-52.7% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.7%-15.4pp | 68.9%-7.6pp |
| Annual return | 2.91% | 18.41%-15.5pp | 20.30%-17.4pp | 26.06%-23.1pp |
| Employer contribution / active EE | $1,513 | $2,291-34.0% | $3,020-49.9% | $2,596-41.7% |
| Participant deferral / active EE | $2,290 | $4,230-45.9% | $5,135-55.4% | $4,274-46.4% |
| Admin fee / account holder | $440 | $9,543-95.4% | $12,742-96.5% | $7,775-94.3% |