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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 | $40,969 | $41,016-0.1% | $152,093-73.1% | $64,097-36.1% |
| Participation rate | 48.1% | 51.3%-3.2pp | 77.8%-29.6pp | 55.2%-7.0pp |
| Annual return | 11.30% | 39.60%-28.3pp | 66.36%-55.1pp | 34.64%-23.3pp |
| Employer contribution / active EE | $989 | $1,342-26.3% | $4,175-76.3% | $1,891-47.7% |
| Participant deferral / active EE | $1,739 | $1,927-9.8% | $5,451-68.1% | $3,080-43.5% |
| Admin fee / account holder | $2,091 | $2,305-9.3% | $14,497-85.6% | $3,454-39.5% |