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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 | $38,983 | $87,132-55.3% | $105,624-63.1% | $80,959-51.8% |
| Participation rate | 63.9% | 70.4%-6.5pp | 75.3%-11.4pp | 67.7%-3.8pp |
| Annual return | 9.80% | 17.03%-7.2pp | 116.20%-106.4pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,875 | $2,397-21.8% | $3,168-40.8% | $2,757-32.0% |
| Participant deferral / active EE | $3,298 | $3,985-17.2% | $5,013-34.2% | $4,300-23.3% |
| Admin fee / account holder | $4,896 | $8,449-42.0% | $10,961-55.3% | $6,925-29.3% |