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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 | $43,176 | $58,493-26.2% | $84,023-48.6% | $72,976-40.8% |
| Participation rate | 56.9% | 61.2%-4.4pp | 69.0%-12.2pp | 69.5%-12.6pp |
| Annual return | 16.24% | 28.93%-12.7pp | 71.32%-55.1pp | 81.02%-64.8pp |
| Employer contribution / active EE | $1,176 | $1,163+1.2% | $1,984-40.7% | $2,440-51.8% |
| Participant deferral / active EE | $2,256 | $2,394-5.8% | $3,239-30.4% | $3,608-37.5% |
| Admin fee / account holder | $2,043 | $4,569-55.3% | $6,102-66.5% | $5,124-60.1% |