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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 | $44,388 | $114,712-61.3% | $173,730-74.4% | $87,485-49.3% |
| Participation rate | 60.5% | 73.0%-12.5pp | 79.6%-19.1pp | 68.9%-8.5pp |
| Annual return | 10.34% | 20.18%-9.8pp | 19.96%-9.6pp | 26.06%-15.7pp |
| Employer contribution / active EE | $1,780 | $2,904-38.7% | $4,577-61.1% | $2,596-31.4% |
| Participant deferral / active EE | $3,599 | $4,642-22.5% | $6,326-43.1% | $4,274-15.8% |
| Admin fee / account holder | $6,956 | $10,210-31.9% | $17,523-60.3% | $7,775-10.5% |