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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 | $40,088 | $71,208-43.7% | $93,681-57.2% | $80,911-50.5% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.6%-7.6pp |
| Annual return | 7.39% | 11.27%-3.9pp | 133.47%-126.1pp | 35.63%-28.2pp |
| Employer contribution / active EE | $1,848 | $1,564+18.1% | $2,422-23.7% | $2,756-33.0% |
| Participant deferral / active EE | $4,254 | $4,035+5.4% | $4,415-3.6% | $4,297-1.0% |
| Admin fee / account holder | $7,518 | $6,951+8.2% | $8,290-9.3% | $6,935+8.4% |