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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 | $39,225 | $100,784-61.1% | $191,597-79.5% | $82,637-52.5% |
| Participation rate | 62.3% | 70.5%-8.2pp | 76.9%-14.6pp | 68.1%-5.8pp |
| Annual return | 11.97% | 18.13%-6.2pp | 27.07%-15.1pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,138 | $3,102-63.3% | $5,025-77.3% | $2,552-55.4% |
| Participant deferral / active EE | $3,424 | $4,937-30.6% | $6,850-50.0% | $4,126-17.0% |
| Admin fee / account holder | $13,578 | $10,062+34.9% | $22,799-40.4% | $7,339+85.0% |