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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 | $40,251 | $46,877-14.1% | $122,354-67.1% | $70,126-42.6% |
| Participation rate | 30.8% | 58.2%-27.4pp | 71.6%-40.9pp | 69.5%-38.8pp |
| Annual return | 12.59% | 24.22%-11.6pp | 30.28%-17.7pp | 73.15%-60.6pp |
| Employer contribution / active EE | $1,479 | $1,288+14.8% | $4,051-63.5% | $2,343-36.9% |
| Participant deferral / active EE | $3,670 | $2,167+69.3% | $3,287+11.6% | $3,332+10.1% |
| Admin fee / account holder | $2,805 | $3,324-15.6% | $5,479-48.8% | $4,645-39.6% |