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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 | $115,225-64.9% | $100,712-59.8% | $138,895-70.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 6.31% | 40.35%-34.0pp | 33.27%-27.0pp | 145.39%-139.1pp |
| Employer contribution / active EE | $1,575 | $2,771-43.2% | $2,313-31.9% | $4,194-62.4% |
| Participant deferral / active EE | $1,989 | $4,699-57.7% | $4,085-51.3% | $6,396-68.9% |
| Admin fee / account holder | $1,424 | $10,844-86.9% | $9,256-84.6% | $12,562-88.7% |