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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 | $39,028 | $91,179-57.2% | $178,499-78.1% | $79,852-51.1% |
| Participation rate | 62.3% | 69.2%-6.9pp | 81.9%-19.6pp | 69.6%-7.3pp |
| Annual return | 8.93% | 24.19%-15.3pp | 151.10%-142.2pp | 31.72%-22.8pp |
| Employer contribution / active EE | $1,924 | $3,256-40.9% | $5,011-61.6% | $2,471-22.1% |
| Participant deferral / active EE | $2,255 | $3,236-30.3% | $5,202-56.7% | $3,740-39.7% |
| Admin fee / account holder | $5,418 | $6,749-19.7% | $13,986-61.3% | $5,306+2.1% |