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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 | $39,443 | $124,425-68.3% | $112,040-64.8% | $137,256-71.3% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 9.37% | 24.72%-15.3pp | 24.52%-15.1pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,225 | $3,411-64.1% | $2,954-58.5% | $4,156-70.5% |
| Participant deferral / active EE | $2,206 | $5,718-61.4% | $5,098-56.7% | $6,407-65.6% |
| Admin fee / account holder | $10,571 | $15,207-30.5% | $12,098-12.6% | $12,270-13.8% |