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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 | $39,938 | $199,109-79.9% | $173,730-77.0% | $154,746-74.2% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.6%-15.9pp | 80.7%-17.1pp |
| Annual return | 4.79% | 20.02%-15.2pp | 19.96%-15.2pp | 172.34%-167.6pp |
| Employer contribution / active EE | $2,737 | $5,311-48.5% | $4,577-40.2% | $4,379-37.5% |
| Participant deferral / active EE | $3,059 | $7,113-57.0% | $6,326-51.6% | $6,730-54.5% |
| Admin fee / account holder | $15,593 | $20,916-25.4% | $17,523-11.0% | $14,365+8.5% |