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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 | $39,342 | $78,015-49.6% | $178,505-78.0% | $80,959-51.4% |
| Participation rate | 59.1% | 65.7%-6.6pp | 77.1%-18.0pp | 67.7%-8.6pp |
| Annual return | 8.93% | 18.10%-9.2pp | 27.16%-18.2pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,548 | $2,281-32.1% | $3,955-60.9% | $2,757-43.9% |
| Participant deferral / active EE | $2,839 | $4,406-35.6% | $6,280-54.8% | $4,300-34.0% |
| Admin fee / account holder | $893 | $7,160-87.5% | $10,428-91.4% | $6,925-87.1% |