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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 | $38,554 | $77,472-50.2% | $100,415-61.6% | $80,959-52.4% |
| Participation rate | 60.0% | 76.9%-16.9pp | 81.5%-21.5pp | 67.7%-7.7pp |
| Annual return | 11.79% | 37.26%-25.5pp | 49.47%-37.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $2,299 | $2,800-17.9% | $3,943-41.7% | $2,757-16.6% |
| Participant deferral / active EE | $3,531 | $6,818-48.2% | $8,091-56.4% | $4,300-17.9% |
| Admin fee / account holder | $3,058 | $5,885-48.0% | $7,906-61.3% | $6,925-55.8% |