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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 | $40,047 | $58,848-31.9% | $88,179-54.6% | $82,637-51.5% |
| Participation rate | 48.2% | 57.9%-9.7pp | 69.1%-20.9pp | 68.1%-19.8pp |
| Annual return | 13.56% | 22.76%-9.2pp | 64.97%-51.4pp | 53.51%-40.0pp |
| Employer contribution / active EE | $1,591 | $1,678-5.2% | $2,549-37.6% | $2,552-37.7% |
| Participant deferral / active EE | $3,458 | $3,124+10.7% | $4,614-25.1% | $4,126-16.2% |
| Admin fee / account holder | $4,473 | $4,795-6.7% | $7,673-41.7% | $7,339-39.0% |