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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 | $40,604 | $73,978-45.1% | $96,515-57.9% | $75,173-46.0% |
| Participation rate | 43.6% | 66.4%-22.8pp | 74.3%-30.7pp | 67.2%-23.6pp |
| Annual return | 11.29% | 26.72%-15.4pp | 35.73%-24.4pp | 160.72%-149.4pp |
| Employer contribution / active EE | $1,070 | $2,931-63.5% | $3,740-71.4% | $2,671-59.9% |
| Participant deferral / active EE | $1,471 | $3,660-59.8% | $4,880-69.8% | $4,126-64.3% |
| Admin fee / account holder | $1,402 | $5,219-73.1% | $6,735-79.2% | $5,651-75.2% |