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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 | $112,729-64.1% | $98,716-59.0% | $137,256-70.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 6.31% | 38.48%-32.2pp | 31.81%-25.5pp | 220.34%-214.0pp |
| Employer contribution / active EE | $1,575 | $2,725-42.2% | $2,279-30.9% | $4,156-62.1% |
| Participant deferral / active EE | $1,989 | $4,640-57.1% | $4,048-50.9% | $6,407-69.0% |
| Admin fee / account holder | $1,424 | $10,129-85.9% | $8,703-83.6% | $12,270-88.4% |