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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 | $55,191 | $124,425-55.6% | $112,040-50.7% | $137,256-59.8% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 9.27% | 24.72%-15.5pp | 24.52%-15.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $1,179 | $3,411-65.4% | $2,954-60.1% | $4,156-71.6% |
| Participant deferral / active EE | $1,868 | $5,718-67.3% | $5,098-63.4% | $6,407-70.8% |
| Admin fee / account holder | $1,173 | $15,207-92.3% | $12,098-90.3% | $12,270-90.4% |