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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 | $39,046 | $86,919-55.1% | $102,457-61.9% | $80,911-51.7% |
| Participation rate | 63.6% | 72.4%-8.7pp | 76.5%-12.9pp | 67.6%-4.0pp |
| Annual return | 6.19% | 18.90%-12.7pp | 29.41%-23.2pp | 35.63%-29.4pp |
| Employer contribution / active EE | $1,071 | $2,368-54.8% | $3,022-64.6% | $2,756-61.1% |
| Participant deferral / active EE | $3,901 | $4,119-5.3% | $5,054-22.8% | $4,297-9.2% |
| Admin fee / account holder | $10,125 | $8,049+25.8% | $9,451+7.1% | $6,935+46.0% |