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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 | $40,459 | $124,980-67.6% | $108,359-62.7% | $154,746-73.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 6.31% | 45.00%-38.7pp | 36.89%-30.6pp | 172.34%-166.0pp |
| Employer contribution / active EE | $1,575 | $2,851-44.7% | $2,399-34.4% | $4,379-64.0% |
| Participant deferral / active EE | $1,989 | $4,743-58.1% | $4,137-51.9% | $6,730-70.5% |
| Admin fee / account holder | $1,424 | $11,502-87.6% | $9,741-85.4% | $14,365-90.1% |