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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 | $41,096 | $54,763-25.0% | $90,324-54.5% | $72,976-43.7% |
| Participation rate | 64.3% | 65.2%-0.9pp | 73.3%-9.0pp | 69.5%-5.2pp |
| Annual return | 4.73% | 30.63%-25.9pp | 78.15%-73.4pp | 81.02%-76.3pp |
| Employer contribution / active EE | $2,006 | $2,093-4.2% | $2,856-29.8% | $2,440-17.8% |
| Participant deferral / active EE | $3,471 | $2,887+20.2% | $3,885-10.7% | $3,608-3.8% |
| Admin fee / account holder | $2,974 | $3,973-25.2% | $5,356-44.5% | $5,124-42.0% |